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 | $82,363 | $34,308+140.1% | $74,701+10.3% | $72,985+12.8% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 21.12% | 26.58%-5.5pp | 752.92%-731.8pp | 81.00%-59.9pp |
| Employer contribution / active EE | $5,149 | $692+644.5% | $1,084+375.2% | $2,440+111.1% |
| Participant deferral / active EE | $4,217 | $1,271+231.7% | $1,964+114.8% | $3,607+16.9% |
| Admin fee / account holder | $329 | $2,124-84.5% | $3,333-90.1% | $5,124-93.6% |