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 | $81,340 | $48,230+68.6% | $67,502+20.5% | $80,856+0.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 13.58% | 18.28%-4.7pp | 3512.12%-3498.5pp | 35.59%-22.0pp |
| Employer contribution / active EE | $3,055 | $2,020+51.2% | $2,731+11.9% | $2,755+10.9% |
| Participant deferral / active EE | $3,372 | $2,924+15.3% | $4,000-15.7% | $4,296-21.5% |
| Admin fee / account holder | $9,863 | $3,681+167.9% | $3,998+146.7% | $6,918+42.6% |