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 | $96,663 | $51,576+87.4% | $129,207-25.2% | $80,856+19.5% |
| Participation rate | 81.1% | 57.0%+24.1pp | 69.6%+11.5pp | 67.6%+13.4pp |
| Annual return | 73.58% | 20.81%+52.8pp | 9417.33%-9343.7pp | 35.59%+38.0pp |
| Employer contribution / active EE | $10,486 | $1,584+562.1% | $4,153+152.5% | $2,755+280.6% |
| Participant deferral / active EE | $5,801 | $2,669+117.4% | $4,168+39.2% | $4,296+35.0% |
| Admin fee / account holder | $24,679 | $4,305+473.3% | $7,715+219.9% | $6,918+256.7% |