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 | $98,597 | $60,124+64.0% | $90,404+9.1% | $79,858+23.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 13.92% | 71.94%-58.0pp | 1293.02%-1279.1pp | 31.71%-17.8pp |
| Employer contribution / active EE | $3,364 | $2,068+62.7% | $3,262+3.1% | $2,471+36.2% |
| Participant deferral / active EE | $3,939 | $2,938+34.0% | $3,963-0.6% | $3,740+5.3% |
| Admin fee / account holder | $1,173 | $3,976-70.5% | $5,611-79.1% | $5,306-77.9% |