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 | $83,055 | $58,208+42.7% | $81,812+1.5% | $80,856+2.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 12.74% | 41.66%-28.9pp | 773.79%-761.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $7,873 | $2,340+236.4% | $2,912+170.3% | $2,755+185.8% |
| Participant deferral / active EE | $4,623 | $3,281+40.9% | $4,319+7.0% | $4,296+7.6% |
| Admin fee / account holder | $5,297 | $4,981+6.3% | $7,386-28.3% | $6,918-23.4% |