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 | $99,887 | $56,199+77.7% | $67,652+47.6% | $59,632+67.5% |
| Participation rate | 90.4% | 71.5%+18.9pp | 75.7%+14.7pp | 68.7%+21.7pp |
| Annual return | -1.47% | 18505.31%-18506.8pp | 6625.04%-6626.5pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $1,500 | $1,614-7.1% | $2,266-33.8% | $2,203-31.9% |
| Participant deferral / active EE | $4,053 | $2,844+42.5% | $3,560+13.9% | $3,192+27.0% |
| Admin fee / account holder | $7,688 | $3,958+94.2% | $4,821+59.5% | $4,297+78.9% |