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 | $72,250 | $39,798+81.5% | $67,711+6.7% | $59,632+21.2% |
| Participation rate | 91.7% | 57.4%+34.3pp | 67.5%+24.1pp | 68.7%+23.0pp |
| Annual return | 0.93% | 89.94%-89.0pp | 25.41%-24.5pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $5,473 | $1,393+292.9% | $2,559+113.9% | $2,203+148.5% |
| Participant deferral / active EE | $1,344 | $2,335-42.4% | $3,585-62.5% | $3,192-57.9% |
| Admin fee / account holder | $7,570 | $3,212+135.7% | $4,255+77.9% | $4,297+76.2% |