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 | $136,048 | $65,561+107.5% | $86,188+57.9% | $75,163+81.0% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 12.96% | 46.05%-33.1pp | 1168.45%-1155.5pp | 160.62%-147.7pp |
| Employer contribution / active EE | $7,800 | $1,553+402.4% | $2,380+227.7% | $2,670+192.2% |
| Participant deferral / active EE | $3,335 | $3,024+10.3% | $3,985-16.3% | $4,125-19.2% |
| Admin fee / account holder | $5,851 | $5,474+6.9% | $6,852-14.6% | $5,651+3.5% |