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 | $77,768 | $57,281+35.8% | $86,612-10.2% | $75,163+3.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 14.57% | 2670.75%-2656.2pp | 591.07%-576.5pp | 160.62%-146.1pp |
| Employer contribution / active EE | $4,160 | $2,314+79.8% | $3,022+37.7% | $2,670+55.8% |
| Participant deferral / active EE | $8,760 | $3,318+164.0% | $4,438+97.4% | $4,125+112.4% |
| Admin fee / account holder | $2,835 | $4,112-31.0% | $5,614-49.5% | $5,651-49.8% |