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 | $85,968 | $57,281+50.1% | $86,612-0.7% | $75,163+14.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 26.31% | 2670.75%-2644.4pp | 591.07%-564.8pp | 160.62%-134.3pp |
| Employer contribution / active EE | $5,738 | $2,314+147.9% | $3,022+89.8% | $2,670+114.9% |
| Participant deferral / active EE | $3,928 | $3,318+18.4% | $4,438-11.5% | $4,125-4.8% |
| Admin fee / account holder | $2,034 | $4,112-50.5% | $5,614-63.8% | $5,651-64.0% |