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 | $114,663 | $56,114+104.3% | $96,139+19.3% | $85,850+33.6% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 13.08% | 42.30%-29.2pp | 191.94%-178.9pp | 318.53%-305.5pp |
| Employer contribution / active EE | $3,740 | $1,620+130.9% | $2,797+33.7% | $2,565+45.8% |
| Participant deferral / active EE | $10,675 | $2,859+273.3% | $4,349+145.5% | $3,952+170.1% |
| Admin fee / account holder | $17,766 | $3,768+371.5% | $5,537+220.9% | $6,260+183.8% |