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 | $95,005 | $48,795+94.7% | $65,493+45.1% | $84,808+12.0% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 16.63% | 20.20%-3.6pp | 982.45%-965.8pp | 40.90%-24.3pp |
| Employer contribution / active EE | $6,749 | $1,930+249.8% | $2,574+162.2% | $2,631+156.5% |
| Participant deferral / active EE | $7,342 | $2,928+150.7% | $3,961+85.3% | $4,212+74.3% |
| Admin fee / account holder | $18,830 | $3,877+385.7% | $5,028+274.5% | $7,344+156.4% |