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 | $47,107 | $60,124-21.7% | $90,404-47.9% | $79,858-41.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 11.74% | 71.94%-60.2pp | 1293.02%-1281.3pp | 31.71%-20.0pp |
| Employer contribution / active EE | $3,753 | $2,068+81.5% | $3,262+15.0% | $2,471+51.9% |
| Participant deferral / active EE | $6,203 | $2,938+111.1% | $3,963+56.5% | $3,740+65.9% |
| Admin fee / account holder | $11,419 | $3,976+187.2% | $5,611+103.5% | $5,306+115.2% |