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 | $109,461 | $70,756+54.7% | $65,493+67.1% | $142,382-23.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 18.89% | 1754.89%-1736.0pp | 982.45%-963.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $5,219 | $2,881+81.2% | $2,574+102.7% | $4,299+21.4% |
| Participant deferral / active EE | $12,040 | $4,637+159.6% | $3,961+204.0% | $6,507+85.0% |
| Admin fee / account holder | $757 | $6,559-88.5% | $5,028-84.9% | $12,624-94.0% |