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 | $125,252 | $39,798+214.7% | $67,711+85.0% | $59,632+110.0% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | 4.07% | 89.94%-85.9pp | 25.41%-21.3pp | 2041.28%-2037.2pp |
| Employer contribution / active EE | $4,612 | $1,393+231.1% | $2,559+80.2% | $2,203+109.4% |
| Participant deferral / active EE | $7,456 | $2,335+219.3% | $3,585+108.0% | $3,192+133.6% |
| Admin fee / account holder | $1,439 | $3,212-55.2% | $4,255-66.2% | $4,297-66.5% |