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 | $100,665 | $48,230+108.7% | $67,502+49.1% | $80,856+24.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 34.32% | 18.28%+16.0pp | 3512.12%-3477.8pp | 35.59%-1.3pp |
| Employer contribution / active EE | $8,024 | $2,020+297.3% | $2,731+193.8% | $2,755+191.3% |
| Participant deferral / active EE | $6,780 | $2,924+131.9% | $4,000+69.5% | $4,296+57.8% |
| Admin fee / account holder | $23,756 | $3,681+545.3% | $3,998+494.3% | $6,918+243.4% |