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 | $97,116 | $48,795+99.0% | $65,493+48.3% | $84,808+14.5% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 16.03% | 20.20%-4.2pp | 982.45%-966.4pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,442 | $1,930+78.4% | $2,574+33.7% | $2,631+30.8% |
| Participant deferral / active EE | $10,842 | $2,928+270.2% | $3,961+173.7% | $4,212+157.4% |
| Admin fee / account holder | $22,783 | $3,877+487.6% | $5,028+353.1% | $7,344+210.2% |