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 | $89,905 | $60,124+49.5% | $90,404-0.6% | $79,858+12.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 16.31% | 71.94%-55.6pp | 1293.02%-1276.7pp | 31.71%-15.4pp |
| Employer contribution / active EE | $2,823 | $2,068+36.5% | $3,262-13.4% | $2,471+14.3% |
| Participant deferral / active EE | $5,029 | $2,938+71.1% | $3,963+26.9% | $3,740+34.5% |
| Admin fee / account holder | $1,126 | $3,976-71.7% | $5,611-79.9% | $5,306-78.8% |