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 | $157,031 | $96,635+62.5% | $86,612+81.3% | $139,434+12.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.34% | 106.41%-94.1pp | 591.07%-578.7pp | 372.94%-360.6pp |
| Employer contribution / active EE | $11,155 | $3,263+241.9% | $3,022+269.1% | $4,751+134.8% |
| Participant deferral / active EE | $7,374 | $4,836+52.5% | $4,438+66.2% | $6,710+9.9% |
| Admin fee / account holder | $1,929 | $6,408-69.9% | $5,614-65.6% | $11,403-83.1% |