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 | $198,013 | $88,751+123.1% | $81,812+142.0% | $145,922+35.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.90% | 1025.40%-1013.5pp | 773.79%-761.9pp | 561.29%-549.4pp |
| Employer contribution / active EE | $12,209 | $3,083+296.0% | $2,912+319.2% | $4,660+162.0% |
| Participant deferral / active EE | $5,003 | $4,643+7.7% | $4,319+15.8% | $6,688-25.2% |
| Admin fee / account holder | $4,926 | $8,415-41.5% | $7,386-33.3% | $13,397-63.2% |