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 | $247,031 | $88,751+178.3% | $81,812+202.0% | $145,922+69.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.07% | 1025.40%-1009.3pp | 773.79%-757.7pp | 561.29%-545.2pp |
| Employer contribution / active EE | $4,991 | $3,083+61.9% | $2,912+71.4% | $4,660+7.1% |
| Participant deferral / active EE | $14,176 | $4,643+205.3% | $4,319+228.3% | $6,688+112.0% |
| Admin fee / account holder | $24,507 | $8,415+191.2% | $7,386+231.8% | $13,397+82.9% |