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 | $84,198 | $57,281+47.0% | $86,612-2.8% | $75,163+12.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 18.18% | 2670.75%-2652.6pp | 591.07%-572.9pp | 160.62%-142.4pp |
| Employer contribution / active EE | $3,118 | $2,314+34.7% | $3,022+3.2% | $2,670+16.8% |
| Participant deferral / active EE | $6,557 | $3,318+97.6% | $4,438+47.8% | $4,125+59.0% |
| Admin fee / account holder | $7,678 | $4,112+86.7% | $5,614+36.8% | $5,651+35.9% |