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 | $107,594 | $53,822+99.9% | $75,696+42.1% | $85,850+25.3% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 16.29% | 24.54%-8.3pp | 104.53%-88.2pp | 318.53%-302.2pp |
| Employer contribution / active EE | $6,914 | $2,017+242.9% | $2,743+152.1% | $2,565+169.6% |
| Participant deferral / active EE | $9,608 | $2,895+231.9% | $3,821+151.4% | $3,952+143.1% |
| Admin fee / account holder | $6,725 | $3,343+101.2% | $3,619+85.8% | $6,260+7.4% |