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 | $108,756 | $57,354+89.6% | $83,848+29.7% | $64,186+69.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 10.21% | 11.38%-1.2pp | 850.88%-840.7pp | 7.63%+2.6pp |
| Employer contribution / active EE | $2,217 | $2,545-12.9% | $3,631-38.9% | $2,381-6.9% |
| Participant deferral / active EE | $4,600 | $2,993+53.7% | $4,082+12.7% | $3,470+32.6% |
| Admin fee / account holder | $471 | $4,046-88.3% | $5,478-91.4% | $4,888-90.4% |