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 | $147,882 | $104,486+41.5% | $76,817+92.5% | $152,861-3.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 20.56% | 1013.37%-992.8pp | 1166.11%-1145.5pp | 345.32%-324.8pp |
| Employer contribution / active EE | $5,814 | $3,116+86.6% | $2,302+152.6% | $4,762+22.1% |
| Participant deferral / active EE | $11,793 | $4,236+178.4% | $3,336+253.5% | $5,850+101.6% |
| Admin fee / account holder | $3,684 | $12,275-70.0% | $6,420-42.6% | $11,596-68.2% |