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 | $194,273 | $88,751+118.9% | $81,812+137.5% | $145,922+33.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.65% | 1025.40%-1003.8pp | 773.79%-752.1pp | 561.29%-539.6pp |
| Employer contribution / active EE | $7,063 | $3,083+129.1% | $2,912+142.5% | $4,660+51.6% |
| Participant deferral / active EE | $10,524 | $4,643+126.7% | $4,319+143.7% | $6,688+57.4% |
| Admin fee / account holder | $21,371 | $8,415+154.0% | $7,386+189.4% | $13,397+59.5% |