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 | $123,672 | $56,199+120.1% | $67,652+82.8% | $59,632+107.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 1.23% | 18505.31%-18504.1pp | 6625.04%-6623.8pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $5,291 | $1,614+227.7% | $2,266+133.5% | $2,203+140.2% |
| Participant deferral / active EE | $6,401 | $2,844+125.1% | $3,560+79.8% | $3,192+100.6% |
| Admin fee / account holder | $9,051 | $3,958+128.7% | $4,821+87.7% | $4,297+110.6% |