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 | $227,484 | $96,305+136.2% | $80,569+182.3% | $139,434+63.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.35% | 1350.08%-1331.7pp | 935.43%-917.1pp | 372.94%-354.6pp |
| Employer contribution / active EE | $2,639 | $3,262-19.1% | $2,723-3.1% | $4,751-44.4% |
| Participant deferral / active EE | $9,767 | $5,232+86.7% | $4,447+119.6% | $6,710+45.6% |
| Admin fee / account holder | $1,567 | $6,599-76.2% | $5,377-70.9% | $11,403-86.3% |