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 | $85,133 | $48,795+74.5% | $65,493+30.0% | $84,808+0.4% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 26.12% | 20.20%+5.9pp | 982.45%-956.3pp | 40.90%-14.8pp |
| Employer contribution / active EE | $4,824 | $1,930+150.0% | $2,574+87.4% | $2,631+83.4% |
| Participant deferral / active EE | $8,181 | $2,928+179.4% | $3,961+106.5% | $4,212+94.3% |
| Admin fee / account holder | $11,662 | $3,877+200.8% | $5,028+131.9% | $7,344+58.8% |