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 | $164,703 | $48,230+241.5% | $67,502+144.0% | $80,856+103.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 14.89% | 18.28%-3.4pp | 3512.12%-3497.2pp | 35.59%-20.7pp |
| Employer contribution / active EE | $5,867 | $2,020+190.5% | $2,731+114.8% | $2,755+113.0% |
| Participant deferral / active EE | $4,692 | $2,924+60.5% | $4,000+17.3% | $4,296+9.2% |
| Admin fee / account holder | $784 | $3,681-78.7% | $3,998-80.4% | $6,918-88.7% |