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 | $140,307 | $62,573+124.2% | $85,682+63.8% | $85,850+63.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 12.14% | 23.77%-11.6pp | 21.49%-9.4pp | 318.53%-306.4pp |
| Employer contribution / active EE | $5,005 | $1,757+184.9% | $2,618+91.1% | $2,565+95.1% |
| Participant deferral / active EE | $6,586 | $2,802+135.0% | $3,923+67.9% | $3,952+66.7% |
| Admin fee / account holder | $10,018 | $4,640+115.9% | $6,873+45.8% | $6,260+60.0% |