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 | $137,648 | $97,757+40.8% | $83,848+64.2% | $135,375+1.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 64.10% | 1287.37%-1223.3pp | 850.88%-786.8pp | 519.73%-455.6pp |
| Employer contribution / active EE | $2,885 | $4,222-31.7% | $3,631-20.5% | $4,779-39.6% |
| Participant deferral / active EE | $6,018 | $4,682+28.5% | $4,082+47.5% | $5,609+7.3% |
| Admin fee / account holder | $5,083 | $6,674-23.8% | $5,478-7.2% | $10,827-53.1% |