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 | $226,909 | $88,710+155.8% | $81,783+177.5% | $145,959+55.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.98% | 1027.26%-1014.3pp | 775.05%-762.1pp | 561.95%-549.0pp |
| Employer contribution / active EE | $16,366 | $3,083+430.8% | $2,913+461.9% | $4,661+251.1% |
| Participant deferral / active EE | $4,823 | $4,645+3.8% | $4,320+11.6% | $6,689-27.9% |
| Admin fee / account holder | $957 | $8,407-88.6% | $7,380-87.0% | $13,398-92.9% |