See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,397 | $88,751+96.5% | $81,812+113.2% | $145,922+19.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.74% | 1025.40%-1013.7pp | 773.79%-762.1pp | 561.29%-549.5pp |
| Employer contribution / active EE | $9,148 | $3,083+196.7% | $2,912+214.1% | $4,660+96.3% |
| Participant deferral / active EE | $10,993 | $4,643+136.8% | $4,319+154.6% | $6,688+64.4% |
| Admin fee / account holder | $87,127 | $8,415+935.3% | $7,386+1079.6% | $13,397+550.4% |