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 | $94,998 | $72,400+31.2% | $67,502+40.7% | $145,922-34.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.22% | 7182.46%-7170.2pp | 3512.12%-3499.9pp | 561.29%-549.1pp |
| Employer contribution / active EE | $4,315 | $3,069+40.6% | $2,731+58.0% | $4,660-7.4% |
| Participant deferral / active EE | $11,465 | $4,783+139.7% | $4,000+186.6% | $6,688+71.4% |
| Admin fee / account holder | $17,808 | $5,539+221.5% | $3,998+345.5% | $13,397+32.9% |