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 | $83,964 | $57,281+46.6% | $86,612-3.1% | $75,163+11.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 14.76% | 2670.75%-2656.0pp | 591.07%-576.3pp | 160.62%-145.9pp |
| Employer contribution / active EE | $7,012 | $2,314+203.0% | $3,022+132.0% | $2,670+162.6% |
| Participant deferral / active EE | $5,306 | $3,318+59.9% | $4,438+19.6% | $4,125+28.6% |
| Admin fee / account holder | $843 | $4,112-79.5% | $5,614-85.0% | $5,651-85.1% |