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 | $104,865 | $34,308+205.7% | $74,701+40.4% | $72,985+43.7% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 33.41% | 26.58%+6.8pp | 752.92%-719.5pp | 81.00%-47.6pp |
| Employer contribution / active EE | $2,000 | $692+189.2% | $1,084+84.6% | $2,440-18.0% |
| Participant deferral / active EE | $1,626 | $1,271+27.9% | $1,964-17.2% | $3,607-54.9% |
| Admin fee / account holder | $391 | $2,124-81.6% | $3,333-88.3% | $5,124-92.4% |