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 | $176,163 | $88,751+98.5% | $81,812+115.3% | $145,922+20.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.27% | 1025.40%-1003.1pp | 773.79%-751.5pp | 561.29%-539.0pp |
| Employer contribution / active EE | $10,285 | $3,083+233.6% | $2,912+253.2% | $4,660+120.7% |
| Participant deferral / active EE | $15,246 | $4,643+228.4% | $4,319+253.0% | $6,688+128.0% |
| Admin fee / account holder | $2,769 | $8,415-67.1% | $7,386-62.5% | $13,397-79.3% |