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 | $170,598 | $47,479+259.3% | $62,929+171.1% | $82,448+106.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 16.44% | 20.34%-3.9pp | 1063.93%-1047.5pp | 41.64%-25.2pp |
| Employer contribution / active EE | $5,000 | $1,885+165.2% | $2,505+99.6% | $2,551+96.0% |
| Participant deferral / active EE | $5,606 | $2,870+95.3% | $3,888+44.2% | $4,139+35.4% |
| Admin fee / account holder | $1,553 | $3,804-59.2% | $5,065-69.3% | $7,234-78.5% |