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 | $76,828 | $30,400+152.7% | $53,898+42.5% | $84,808-9.4% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 15.62% | 500.19%-484.6pp | 528.60%-513.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,396 | $603+131.6% | $932+49.8% | $2,631-46.9% |
| Participant deferral / active EE | $3,115 | $1,199+159.9% | $1,826+70.6% | $4,212-26.0% |
| Admin fee / account holder | $17,352 | $1,993+770.5% | $2,491+596.6% | $7,344+136.3% |