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 | $116,579 | $65,409+78.2% | $98,442+18.4% | $85,850+35.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 18.68% | 21.76%-3.1pp | 1492.73%-1474.0pp | 318.53%-299.8pp |
| Employer contribution / active EE | $3,187 | $2,168+47.0% | $2,960+7.7% | $2,565+24.2% |
| Participant deferral / active EE | $5,521 | $3,166+74.4% | $4,276+29.1% | $3,952+39.7% |
| Admin fee / account holder | $9,839 | $4,593+114.2% | $5,949+65.4% | $6,260+57.2% |