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 | $48,795+249.6% | $65,493+160.5% | $84,808+101.2% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 16.44% | 20.20%-3.8pp | 982.45%-966.0pp | 40.90%-24.5pp |
| Employer contribution / active EE | $5,000 | $1,930+159.1% | $2,574+94.2% | $2,631+90.0% |
| Participant deferral / active EE | $5,606 | $2,928+91.4% | $3,961+41.5% | $4,212+33.1% |
| Admin fee / account holder | $1,553 | $3,877-60.0% | $5,028-69.1% | $7,344-78.9% |