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 | $123,087 | $48,230+155.2% | $67,502+82.3% | $80,856+52.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 18.33% | 18.28%+0.1pp | 3512.12%-3493.8pp | 35.59%-17.3pp |
| Employer contribution / active EE | $7,822 | $2,020+287.3% | $2,731+186.4% | $2,755+183.9% |
| Participant deferral / active EE | $12,324 | $2,924+321.5% | $4,000+208.1% | $4,296+186.9% |
| Admin fee / account holder | $6,816 | $3,681+85.2% | $3,998+70.5% | $6,918-1.5% |