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 | $140,530 | $65,409+114.8% | $98,442+42.8% | $85,850+63.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 14.36% | 21.76%-7.4pp | 1492.73%-1478.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $17,075 | $2,168+687.7% | $2,960+476.9% | $2,565+565.7% |
| Participant deferral / active EE | $6,717 | $3,166+112.2% | $4,276+57.1% | $3,952+70.0% |
| Admin fee / account holder | $5,634 | $4,593+22.7% | $5,949-5.3% | $6,260-10.0% |