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 | $61,623 | $100,041-38.4% | $149,718-58.8% | $70,131-12.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 15.71% | 27.43%-11.7pp | 1501.63%-1485.9pp | 73.14%-57.4pp |
| Employer contribution / active EE | $13,076 | $3,662+257.1% | $5,445+140.2% | $2,342+458.2% |
| Participant deferral / active EE | $9,694 | $4,983+94.6% | $6,569+47.6% | $3,332+190.9% |
| Admin fee / account holder | $10,463 | $8,286+26.3% | $11,283-7.3% | $4,645+125.2% |