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 | $96,461 | $96,4840% | $75,886+27.1% | $152,861-36.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 22.97% | 33.98%-11.0pp | 30.76%-7.8pp | 345.32%-322.3pp |
| Employer contribution / active EE | $4,781 | $3,309+44.5% | $2,500+91.2% | $4,762+0.4% |
| Participant deferral / active EE | $4,781 | $4,553+5.0% | $3,603+32.7% | $5,850-18.3% |
| Admin fee / account holder | $5,146 | $8,078-36.3% | $5,418-5.0% | $11,596-55.6% |