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 | $81,064 | $56,114+44.5% | $96,139-15.7% | $85,850-5.6% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 17.64% | 42.30%-24.7pp | 191.94%-174.3pp | 318.53%-300.9pp |
| Employer contribution / active EE | $2,429 | $1,620+50.0% | $2,797-13.1% | $2,565-5.3% |
| Participant deferral / active EE | $3,776 | $2,859+32.1% | $4,349-13.2% | $3,952-4.5% |
| Admin fee / account holder | $570 | $3,768-84.9% | $5,537-89.7% | $6,260-90.9% |