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 | $85,413 | $98,750-13.5% | $149,696-42.9% | $79,858+7.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 26.85% | 27.43%-0.6pp | 276.60%-249.7pp | 31.71%-4.9pp |
| Employer contribution / active EE | $5,342 | $3,216+66.1% | $4,644+15.0% | $2,471+116.2% |
| Participant deferral / active EE | $13,979 | $5,680+146.1% | $6,842+104.3% | $3,740+273.8% |
| Admin fee / account holder | $3,956 | $6,053-34.6% | $9,309-57.5% | $5,306-25.4% |