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 | $85,725 | $48,570+76.5% | $130,648-34.4% | $72,985+17.5% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 16.51% | 38.63%-22.1pp | 1708.96%-1692.4pp | 81.00%-64.5pp |
| Employer contribution / active EE | $6,735 | $1,334+404.8% | $4,092+64.6% | $2,440+176.0% |
| Participant deferral / active EE | $2,776 | $2,384+16.4% | $3,603-23.0% | $3,607-23.1% |
| Admin fee / account holder | $38,795 | $3,549+993.1% | $5,464+609.9% | $5,124+657.1% |