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 | $132,579 | $60,124+120.5% | $90,404+46.7% | $79,858+66.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 17.57% | 71.94%-54.4pp | 1293.02%-1275.4pp | 31.71%-14.1pp |
| Employer contribution / active EE | $5,287 | $2,068+155.7% | $3,262+62.1% | $2,471+114.0% |
| Participant deferral / active EE | $9,815 | $2,938+234.1% | $3,963+147.7% | $3,740+162.4% |
| Admin fee / account holder | $3,347 | $3,976-15.8% | $5,611-40.3% | $5,306-36.9% |