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 | $99,931 | $69,207+44.4% | $64,056+56.0% | $139,434-28.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.81% | 45.88%-33.1pp | 33.69%-20.9pp | 372.94%-360.1pp |
| Employer contribution / active EE | $4,335 | $3,182+36.2% | $2,747+57.8% | $4,751-8.8% |
| Participant deferral / active EE | $9,222 | $4,682+97.0% | $3,880+137.7% | $6,710+37.4% |
| Admin fee / account holder | $56,341 | $4,244+1227.5% | $3,068+1736.3% | $11,403+394.1% |