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 | $97,117 | $58,694+65.5% | $142,863-32.0% | $85,850+13.1% |
| Participation rate | 100.0% | 58.5%+41.5pp | 71.9%+28.1pp | 69.3%+30.7pp |
| Annual return | 20.85% | 27.72%-6.9pp | 5637.54%-5616.7pp | 318.53%-297.7pp |
| Employer contribution / active EE | $6,724 | $1,423+372.6% | $4,144+62.3% | $2,565+162.1% |
| Participant deferral / active EE | $4,085 | $2,607+56.7% | $3,837+6.4% | $3,952+3.4% |
| Admin fee / account holder | $18,150 | $4,239+328.2% | $6,560+176.7% | $6,260+189.9% |