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 | $92,424 | $57,281+61.4% | $86,612+6.7% | $75,163+23.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 20.27% | 2670.75%-2650.5pp | 591.07%-570.8pp | 160.62%-140.3pp |
| Employer contribution / active EE | $4,900 | $2,314+111.7% | $3,022+62.1% | $2,670+83.5% |
| Participant deferral / active EE | $7,536 | $3,318+127.2% | $4,438+69.8% | $4,125+82.7% |
| Admin fee / account holder | $6,540 | $4,112+59.0% | $5,614+16.5% | $5,651+15.7% |