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 | $83,010 | $65,561+26.6% | $86,188-3.7% | $75,163+10.4% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 13.65% | 46.05%-32.4pp | 1168.45%-1154.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $6,789 | $1,553+337.2% | $2,380+185.2% | $2,670+154.3% |
| Participant deferral / active EE | $3,261 | $3,024+7.8% | $3,985-18.2% | $4,125-21.0% |
| Admin fee / account holder | $698 | $5,474-87.2% | $6,852-89.8% | $5,651-87.6% |