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 | $118,956 | $60,124+97.9% | $90,404+31.6% | $79,858+49.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 14.71% | 71.94%-57.2pp | 1293.02%-1278.3pp | 31.71%-17.0pp |
| Employer contribution / active EE | $7,462 | $2,068+260.9% | $3,262+128.8% | $2,471+202.0% |
| Participant deferral / active EE | $9,140 | $2,938+211.1% | $3,963+130.6% | $3,740+144.4% |
| Admin fee / account holder | $1,772 | $3,976-55.4% | $5,611-68.4% | $5,306-66.6% |