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 | $169,504 | $60,124+181.9% | $90,404+87.5% | $79,858+112.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 12.20% | 71.94%-59.7pp | 1293.02%-1280.8pp | 31.71%-19.5pp |
| Employer contribution / active EE | $10,391 | $2,068+402.5% | $3,262+218.5% | $2,471+320.5% |
| Participant deferral / active EE | $8,999 | $2,938+206.3% | $3,963+127.1% | $3,740+140.6% |
| Admin fee / account holder | $8,573 | $3,976+115.6% | $5,611+52.8% | $5,306+61.6% |