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 | $95,005 | $47,479+100.1% | $62,929+51.0% | $82,448+15.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 16.63% | 20.34%-3.7pp | 1063.93%-1047.3pp | 41.64%-25.0pp |
| Employer contribution / active EE | $6,749 | $1,885+258.0% | $2,505+169.5% | $2,551+164.6% |
| Participant deferral / active EE | $7,342 | $2,870+155.8% | $3,888+88.8% | $4,139+77.4% |
| Admin fee / account holder | $18,830 | $3,804+395.0% | $5,065+271.8% | $7,234+160.3% |