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 | $144,635 | $60,124+140.6% | $90,404+60.0% | $79,858+81.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 26.79% | 71.94%-45.2pp | 1293.02%-1266.2pp | 31.71%-4.9pp |
| Employer contribution / active EE | $7,628 | $2,068+268.9% | $3,262+133.8% | $2,471+208.7% |
| Participant deferral / active EE | $9,113 | $2,938+210.2% | $3,963+129.9% | $3,740+143.7% |
| Admin fee / account holder | $1,647 | $3,976-58.6% | $5,611-70.6% | $5,306-69.0% |