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 | $176,986 | $109,817+61.2% | $98,442+79.8% | $167,490+5.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.61% | 1956.69%-1944.1pp | 1492.73%-1480.1pp | 478.56%-465.9pp |
| Employer contribution / active EE | $7,104 | $3,224+120.3% | $2,960+140.0% | $4,837+46.8% |
| Participant deferral / active EE | $11,344 | $4,673+142.7% | $4,276+165.3% | $6,341+78.9% |
| Admin fee / account holder | $65,525 | $6,753+870.4% | $5,949+1001.4% | $12,309+432.3% |