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 | $174,732 | $60,124+190.6% | $90,404+93.3% | $79,858+118.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 15.83% | 71.94%-56.1pp | 1293.02%-1277.2pp | 31.71%-15.9pp |
| Employer contribution / active EE | $10,069 | $2,068+387.0% | $3,262+208.7% | $2,471+307.5% |
| Participant deferral / active EE | $10,000 | $2,938+240.4% | $3,963+152.3% | $3,740+167.4% |
| Admin fee / account holder | $3,795 | $3,976-4.6% | $5,611-32.4% | $5,306-28.5% |