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 | $81,602 | $57,281+42.5% | $86,612-5.8% | $75,163+8.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 20.83% | 2670.75%-2649.9pp | 591.07%-570.2pp | 160.62%-139.8pp |
| Employer contribution / active EE | $10,287 | $2,314+344.5% | $3,022+240.4% | $2,670+285.3% |
| Participant deferral / active EE | $7,558 | $3,318+127.8% | $4,438+70.3% | $4,125+83.2% |
| Admin fee / account holder | $11,870 | $4,112+188.7% | $5,614+111.4% | $5,651+110.1% |