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 | $90,475 | $60,124+50.5% | $90,404+0.1% | $79,858+13.3% |
| Participation rate | 97.1% | 65.0%+32.2pp | 72.7%+24.5pp | 69.6%+27.5pp |
| Annual return | 18.26% | 71.94%-53.7pp | 1293.02%-1274.8pp | 31.71%-13.5pp |
| Employer contribution / active EE | $11,198 | $2,068+441.6% | $3,262+243.3% | $2,471+353.2% |
| Participant deferral / active EE | $9,337 | $2,938+217.8% | $3,963+135.6% | $3,740+149.6% |
| Admin fee / account holder | $18,980 | $3,976+377.3% | $5,611+238.3% | $5,306+257.7% |