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 7-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 | $70,692 | $48,230+46.6% | $67,502+4.7% | $80,856-12.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 12.45% | 18.28%-5.8pp | 3512.12%-3499.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $9,225 | $2,020+356.7% | $2,731+237.8% | $2,755+234.9% |
| Participant deferral / active EE | $6,845 | $2,924+134.1% | $4,000+71.1% | $4,296+59.3% |
| Admin fee / account holder | $6,806 | $3,681+84.9% | $3,998+70.3% | $6,918-1.6% |