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 | $92,927 | $51,638+80.0% | $68,368+35.9% | $82,448+12.7% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 18.68% | 37.53%-18.9pp | 292.57%-273.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $3,197 | $2,047+56.2% | $2,649+20.7% | $2,551+25.3% |
| Participant deferral / active EE | $7,413 | $2,914+154.4% | $4,123+79.8% | $4,139+79.1% |
| Admin fee / account holder | $352 | $4,643-92.4% | $5,150-93.2% | $7,234-95.1% |