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 | $208,366 | $83,902+148.3% | $167,512+24.4% | $84,808+145.7% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 16.62% | 91.55%-74.9pp | 1615.79%-1599.2pp | 40.90%-24.3pp |
| Employer contribution / active EE | $5,869 | $2,264+159.2% | $3,882+51.2% | $2,631+123.1% |
| Participant deferral / active EE | $7,141 | $4,442+60.8% | $6,405+11.5% | $4,212+69.6% |
| Admin fee / account holder | $6,165 | $7,915-22.1% | $9,769-36.9% | $7,344-16.0% |