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 | $82,291 | $57,281+43.7% | $86,612-5.0% | $75,163+9.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 14.09% | 2670.75%-2656.7pp | 591.07%-577.0pp | 160.62%-146.5pp |
| Employer contribution / active EE | $3,873 | $2,314+67.4% | $3,022+28.2% | $2,670+45.1% |
| Participant deferral / active EE | $5,106 | $3,318+53.9% | $4,438+15.1% | $4,125+23.8% |
| Admin fee / account holder | $20,338 | $4,112+394.6% | $5,614+262.3% | $5,651+259.9% |