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 | $89,939 | $49,922+80.2% | $80,569+11.6% | $75,163+19.7% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 16.84% | 34.69%-17.9pp | 935.43%-918.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $2,315 | $1,698+36.3% | $2,723-15.0% | $2,670-13.3% |
| Participant deferral / active EE | $5,399 | $2,990+80.5% | $4,447+21.4% | $4,125+30.9% |
| Admin fee / account holder | $2,512 | $3,577-29.8% | $5,377-53.3% | $5,651-55.5% |