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 | $136,796 | $48,230+183.6% | $67,502+102.7% | $80,856+69.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 11.86% | 18.28%-6.4pp | 3512.12%-3500.3pp | 35.59%-23.7pp |
| Employer contribution / active EE | $6,746 | $2,020+234.0% | $2,731+147.0% | $2,755+144.9% |
| Participant deferral / active EE | $10,475 | $2,924+258.3% | $4,000+161.9% | $4,296+143.8% |
| Admin fee / account holder | $4,894 | $3,681+33.0% | $3,998+22.4% | $6,918-29.3% |