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 | $103,419 | $60,124+72.0% | $90,404+14.4% | $79,858+29.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 17.04% | 71.94%-54.9pp | 1293.02%-1276.0pp | 31.71%-14.7pp |
| Employer contribution / active EE | $3,378 | $2,068+63.4% | $3,262+3.6% | $2,471+36.7% |
| Participant deferral / active EE | $7,013 | $2,938+138.7% | $3,963+77.0% | $3,740+87.5% |
| Admin fee / account holder | $5,852 | $3,976+47.2% | $5,611+4.3% | $5,306+10.3% |