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 | $84,980 | $60,124+41.3% | $90,404-6.0% | $79,858+6.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 16.84% | 71.94%-55.1pp | 1293.02%-1276.2pp | 31.71%-14.9pp |
| Employer contribution / active EE | $2,246 | $2,068+8.6% | $3,262-31.1% | $2,471-9.1% |
| Participant deferral / active EE | $6,643 | $2,938+126.1% | $3,963+67.6% | $3,740+77.6% |
| Admin fee / account holder | $1,550 | $3,976-61.0% | $5,611-72.4% | $5,306-70.8% |