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 | $167,254 | $96,635+73.1% | $86,612+93.1% | $139,434+20.0% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 18.97% | 106.41%-87.4pp | 591.07%-572.1pp | 372.94%-354.0pp |
| Employer contribution / active EE | $5,747 | $3,263+76.1% | $3,022+90.1% | $4,751+21.0% |
| Participant deferral / active EE | $10,267 | $4,836+112.3% | $4,438+131.4% | $6,710+53.0% |
| Admin fee / account holder | $1,027 | $6,408-84.0% | $5,614-81.7% | $11,403-91.0% |