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 | $82,105 | $70,756+16.0% | $65,493+25.4% | $142,382-42.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 12.32% | 1754.89%-1742.6pp | 982.45%-970.1pp | 217.08%-204.8pp |
| Employer contribution / active EE | $8,880 | $2,881+208.3% | $2,574+244.9% | $4,299+106.5% |
| Participant deferral / active EE | $1,449 | $4,637-68.8% | $3,961-63.4% | $6,507-77.7% |
| Admin fee / account holder | $6,929 | $6,559+5.6% | $5,028+37.8% | $12,624-45.1% |