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 7-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 | $119,698 | $96,305+24.3% | $80,569+48.6% | $139,434-14.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 25.41% | 1350.08%-1324.7pp | 935.43%-910.0pp | 372.94%-347.5pp |
| Employer contribution / active EE | $11,863 | $3,262+263.7% | $2,723+335.6% | $4,751+149.7% |
| Participant deferral / active EE | $15,066 | $5,232+188.0% | $4,447+238.8% | $6,710+124.5% |
| Admin fee / account holder | $12,364 | $6,599+87.4% | $5,377+129.9% | $11,403+8.4% |