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 | $77,597 | $47,479+63.4% | $62,929+23.3% | $82,448-5.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 16.66% | 20.34%-3.7pp | 1063.93%-1047.3pp | 41.64%-25.0pp |
| Employer contribution / active EE | $7,710 | $1,885+308.9% | $2,505+207.8% | $2,551+202.2% |
| Participant deferral / active EE | $5,214 | $2,870+81.7% | $3,888+34.1% | $4,139+26.0% |
| Admin fee / account holder | $38,217 | $3,804+904.7% | $5,065+654.6% | $7,234+428.3% |