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 | $92,438 | $48,076+92.3% | $78,689+17.5% | $62,891+47.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.80% | 31.35%-24.6pp | 62.18%-55.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $11,865 | $2,015+488.9% | $2,851+316.2% | $2,281+420.2% |
| Participant deferral / active EE | $10,396 | $2,588+301.7% | $3,517+195.6% | $3,203+224.6% |
| Admin fee / account holder | $4,913 | $3,207+53.2% | $4,510+8.9% | $4,296+14.4% |