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 | $94,307 | $34,308+174.9% | $74,701+26.2% | $72,985+29.2% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 18.65% | 26.58%-7.9pp | 752.92%-734.3pp | 81.00%-62.4pp |
| Employer contribution / active EE | $4,620 | $692+568.1% | $1,084+326.4% | $2,440+89.4% |
| Participant deferral / active EE | $6,252 | $1,271+391.8% | $1,964+218.4% | $3,607+73.3% |
| Admin fee / account holder | $19,013 | $2,124+795.1% | $3,333+470.4% | $5,124+271.0% |