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 | $166,327 | $60,124+176.6% | $90,404+84.0% | $79,858+108.3% |
| Participation rate | 98.0% | 65.0%+33.0pp | 72.7%+25.3pp | 69.6%+28.3pp |
| Annual return | 14.11% | 71.94%-57.8pp | 1293.02%-1278.9pp | 31.71%-17.6pp |
| Employer contribution / active EE | $3,569 | $2,068+72.6% | $3,262+9.4% | $2,471+44.4% |
| Participant deferral / active EE | $6,019 | $2,938+104.8% | $3,963+51.9% | $3,740+60.9% |
| Admin fee / account holder | $23,704 | $3,976+496.1% | $5,611+322.5% | $5,306+346.7% |