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 | $91,746 | $65,561+39.9% | $86,188+6.4% | $75,163+22.1% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 18.25% | 46.05%-27.8pp | 1168.45%-1150.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $3,437 | $1,553+121.3% | $2,380+44.4% | $2,670+28.7% |
| Participant deferral / active EE | $7,265 | $3,024+140.3% | $3,985+82.3% | $4,125+76.1% |
| Admin fee / account holder | $950 | $5,474-82.6% | $6,852-86.1% | $5,651-83.2% |