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 | $123,729 | $64,839+90.8% | $95,585+29.4% | $84,808+45.9% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 18.37% | -670.96%+689.3pp | 38.56%-20.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $7,124 | $1,759+305.1% | $2,527+182.0% | $2,631+170.8% |
| Participant deferral / active EE | $3,108 | $2,965+4.8% | $4,023-22.7% | $4,212-26.2% |
| Admin fee / account holder | $13,259 | $5,964+122.3% | $6,127+116.4% | $7,344+80.5% |