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 | $106,707 | $48,230+121.2% | $67,502+58.1% | $80,856+32.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 14.04% | 18.28%-4.2pp | 3512.12%-3498.1pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,389 | $2,020+18.3% | $2,731-12.5% | $2,755-13.3% |
| Participant deferral / active EE | $2,389 | $2,924-18.3% | $4,000-40.3% | $4,296-44.4% |
| Admin fee / account holder | $10,858 | $3,681+195.0% | $3,998+171.6% | $6,918+57.0% |