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 | $170,956 | $70,756+141.6% | $65,493+161.0% | $142,382+20.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 16.06% | 1754.89%-1738.8pp | 982.45%-966.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $5,383 | $2,881+86.9% | $2,574+109.1% | $4,299+25.2% |
| Participant deferral / active EE | $11,560 | $4,637+149.3% | $3,961+191.8% | $6,507+77.6% |
| Admin fee / account holder | $3,349 | $6,559-48.9% | $5,028-33.4% | $12,624-73.5% |