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 | $239,812 | $102,966+132.9% | $90,281+165.6% | $152,861+56.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 16.79% | 95.16%-78.4pp | 78.10%-61.3pp | 345.32%-328.5pp |
| Employer contribution / active EE | $3,500 | $3,139+11.5% | $2,854+22.6% | $4,762-26.5% |
| Participant deferral / active EE | $24,600 | $4,281+474.6% | $3,885+533.1% | $5,850+320.5% |
| Admin fee / account holder | $2,051 | $6,171-66.8% | $5,351-61.7% | $11,596-82.3% |