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 | $93,537 | $56,114+66.7% | $96,139-2.7% | $85,850+9.0% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 15.87% | 42.30%-26.4pp | 191.94%-176.1pp | 318.53%-302.7pp |
| Employer contribution / active EE | $6,315 | $1,620+289.9% | $2,797+125.8% | $2,565+146.2% |
| Participant deferral / active EE | $13,329 | $2,859+366.2% | $4,349+206.5% | $3,952+237.3% |
| Admin fee / account holder | $2,244 | $3,768-40.4% | $5,537-59.5% | $6,260-64.1% |