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 | $107,099 | $100,041+7.1% | $149,718-28.5% | $70,131+52.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 21.86% | 27.43%-5.6pp | 1501.63%-1479.8pp | 73.14%-51.3pp |
| Employer contribution / active EE | $7,685 | $3,662+109.9% | $5,445+41.1% | $2,342+228.1% |
| Participant deferral / active EE | $8,960 | $4,983+79.8% | $6,569+36.4% | $3,332+168.9% |
| Admin fee / account holder | $4,514 | $8,286-45.5% | $11,283-60.0% | $4,645-2.8% |