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 | $94,102 | $57,281+64.3% | $86,612+8.6% | $75,163+25.2% |
| Participation rate | 84.8% | 63.2%+21.7pp | 71.7%+13.2pp | 67.2%+17.7pp |
| Annual return | 18.77% | 2670.75%-2652.0pp | 591.07%-572.3pp | 160.62%-141.9pp |
| Employer contribution / active EE | $6,575 | $2,314+184.1% | $3,022+117.5% | $2,670+146.3% |
| Participant deferral / active EE | $7,407 | $3,318+123.3% | $4,438+66.9% | $4,125+79.6% |
| Admin fee / account holder | $1,877 | $4,112-54.4% | $5,614-66.6% | $5,651-66.8% |