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 | $74,863 | $60,124+24.5% | $90,404-17.2% | $79,858-6.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 14.28% | 71.94%-57.7pp | 1293.02%-1278.7pp | 31.71%-17.4pp |
| Employer contribution / active EE | $8,978 | $2,068+334.2% | $3,262+175.2% | $2,471+263.4% |
| Participant deferral / active EE | $2,481 | $2,938-15.5% | $3,963-37.4% | $3,740-33.7% |
| Admin fee / account holder | $4,727 | $3,976+18.9% | $5,611-15.8% | $5,306-10.9% |