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 | $112,602 | $48,230+133.5% | $67,502+66.8% | $80,856+39.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 13.95% | 18.28%-4.3pp | 3512.12%-3498.2pp | 35.59%-21.6pp |
| Employer contribution / active EE | $4,423 | $2,020+119.0% | $2,731+62.0% | $2,755+60.6% |
| Participant deferral / active EE | $7,232 | $2,924+147.3% | $4,000+80.8% | $4,296+68.3% |
| Admin fee / account holder | $16,698 | $3,681+353.6% | $3,998+317.7% | $6,918+141.4% |