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 | $78,550 | $57,281+37.1% | $86,612-9.3% | $75,163+4.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 14.82% | 2670.75%-2655.9pp | 591.07%-576.3pp | 160.62%-145.8pp |
| Employer contribution / active EE | $5,266 | $2,314+127.5% | $3,022+74.2% | $2,670+97.2% |
| Participant deferral / active EE | $8,308 | $3,318+150.4% | $4,438+87.2% | $4,125+101.4% |
| Admin fee / account holder | $1,790 | $4,112-56.5% | $5,614-68.1% | $5,651-68.3% |