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 | $169,702 | $88,751+91.2% | $81,812+107.4% | $145,922+16.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.06% | 1025.40%-1010.3pp | 773.79%-758.7pp | 561.29%-546.2pp |
| Employer contribution / active EE | $8,874 | $3,083+187.8% | $2,912+204.7% | $4,660+90.5% |
| Participant deferral / active EE | $9,281 | $4,643+99.9% | $4,319+114.9% | $6,688+38.8% |
| Admin fee / account holder | $7,573 | $8,415-10.0% | $7,386+2.5% | $13,397-43.5% |