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 | $103,042 | $57,281+79.9% | $86,612+19.0% | $75,163+37.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 14.66% | 2670.75%-2656.1pp | 591.07%-576.4pp | 160.62%-146.0pp |
| Employer contribution / active EE | $6,290 | $2,314+171.8% | $3,022+108.1% | $2,670+135.6% |
| Participant deferral / active EE | $6,916 | $3,318+108.5% | $4,438+55.9% | $4,125+67.7% |
| Admin fee / account holder | $14,274 | $4,112+247.1% | $5,614+154.2% | $5,651+152.6% |