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 | $133,091 | $63,346+110.1% | $92,233+44.3% | $70,131+89.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.97% | 530.12%-515.1pp | 176.28%-161.3pp | 73.14%-58.2pp |
| Employer contribution / active EE | $3,754 | $2,471+51.9% | $3,679+2.0% | $2,342+60.3% |
| Participant deferral / active EE | $4,750 | $2,854+66.4% | $3,897+21.9% | $3,332+42.6% |
| Admin fee / account holder | $1,109 | $3,840-71.1% | $5,194-78.7% | $4,645-76.1% |