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 | $221,271 | $100,041+121.2% | $149,718+47.8% | $70,131+215.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 16.04% | 27.43%-11.4pp | 1501.63%-1485.6pp | 73.14%-57.1pp |
| Employer contribution / active EE | $4,478 | $3,662+22.3% | $5,445-17.8% | $2,342+91.2% |
| Participant deferral / active EE | $7,892 | $4,983+58.4% | $6,569+20.1% | $3,332+136.9% |
| Admin fee / account holder | $3,330 | $8,286-59.8% | $11,283-70.5% | $4,645-28.3% |