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 | $150,713 | $60,124+150.7% | $90,404+66.7% | $79,858+88.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 15.81% | 71.94%-56.1pp | 1293.02%-1277.2pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,803 | $2,068+35.6% | $3,262-14.1% | $2,471+13.4% |
| Participant deferral / active EE | $6,887 | $2,938+134.4% | $3,963+73.8% | $3,740+84.1% |
| Admin fee / account holder | $18,703 | $3,976+370.3% | $5,611+233.3% | $5,306+252.5% |