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 8-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 | $88,354 | $30,400+190.6% | $53,898+63.9% | $84,808+4.2% |
| Participation rate | 74.3% | 46.4%+27.8pp | 55.0%+19.3pp | 68.3%+6.0pp |
| Annual return | 15.60% | 500.19%-484.6pp | 528.60%-513.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,781 | $603+361.3% | $932+198.3% | $2,631+5.7% |
| Participant deferral / active EE | $4,381 | $1,199+265.5% | $1,826+139.9% | $4,212+4.0% |
| Admin fee / account holder | $15,545 | $1,993+679.9% | $2,491+524.1% | $7,344+111.7% |