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 | $159,982 | $102,966+55.4% | $90,281+77.2% | $152,861+4.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.55% | 95.16%-72.6pp | 78.10%-55.5pp | 345.32%-322.8pp |
| Employer contribution / active EE | $2,000 | $3,139-36.3% | $2,854-29.9% | $4,762-58.0% |
| Participant deferral / active EE | $9,472 | $4,281+121.2% | $3,885+143.8% | $5,850+61.9% |
| Admin fee / account holder | $2,046 | $6,171-66.8% | $5,351-61.8% | $11,596-82.4% |