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 | $248,832 | $88,751+180.4% | $81,812+204.2% | $145,922+70.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.77% | 1025.40%-1014.6pp | 773.79%-763.0pp | 561.29%-550.5pp |
| Employer contribution / active EE | $9,572 | $3,083+210.5% | $2,912+228.7% | $4,660+105.4% |
| Participant deferral / active EE | $14,832 | $4,643+219.4% | $4,319+243.5% | $6,688+121.8% |
| Admin fee / account holder | $21,856 | $8,415+159.7% | $7,386+195.9% | $13,397+63.1% |