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 | $192,801 | $88,751+117.2% | $81,812+135.7% | $145,922+32.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.98% | 1025.40%-1009.4pp | 773.79%-757.8pp | 561.29%-545.3pp |
| Employer contribution / active EE | $8,325 | $3,083+170.0% | $2,912+185.9% | $4,660+78.7% |
| Participant deferral / active EE | $15,182 | $4,643+227.0% | $4,319+251.6% | $6,688+127.0% |
| Admin fee / account holder | $56,103 | $8,415+566.7% | $7,386+659.6% | $13,397+318.8% |