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 | $110,954 | $71,050+56.2% | $93,606+18.5% | $80,856+37.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 29.99% | 11.26%+18.7pp | 133.20%-103.2pp | 35.59%-5.6pp |
| Employer contribution / active EE | $7,128 | $1,564+355.9% | $2,420+194.6% | $2,755+158.8% |
| Participant deferral / active EE | $8,391 | $4,034+108.0% | $4,411+90.2% | $4,296+95.3% |
| Admin fee / account holder | $15,906 | $6,945+129.0% | $8,285+92.0% | $6,918+129.9% |