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 | $88,337 | $60,124+46.9% | $90,404-2.3% | $79,858+10.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 18.39% | 71.94%-53.5pp | 1293.02%-1274.6pp | 31.71%-13.3pp |
| Employer contribution / active EE | $1,683 | $2,068-18.6% | $3,262-48.4% | $2,471-31.9% |
| Participant deferral / active EE | $9,093 | $2,938+209.5% | $3,963+129.4% | $3,740+143.1% |
| Admin fee / account holder | $35,320 | $3,976+788.2% | $5,611+529.5% | $5,306+565.6% |