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 | $106,675 | $76,738+39.0% | $56,411+89.1% | $145,922-26.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.12% | 2994.23%-2982.1pp | 1701.33%-1689.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,588 | $1,380+15.1% | $1,039+52.9% | $4,660-65.9% |
| Participant deferral / active EE | $5,608 | $2,623+113.8% | $1,952+187.3% | $6,688-16.1% |
| Admin fee / account holder | $608 | $3,334-81.8% | $2,829-78.5% | $13,397-95.5% |