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 | $180,094 | $103,376+74.2% | $87,100+106.8% | $152,861+17.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 19.33% | 28.10%-8.8pp | 28.19%-8.9pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,400 | $3,220-56.5% | $2,521-44.5% | $4,762-70.6% |
| Participant deferral / active EE | $3,500 | $4,778-26.7% | $4,049-13.5% | $5,850-40.2% |
| Admin fee / account holder | $25,235 | $12,205+106.8% | $7,497+236.6% | $11,596+117.6% |