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 | $154,978 | $106,890+45.0% | $84,015+84.5% | $152,861+1.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 23.70% | 104.99%-81.3pp | 71.31%-47.6pp | 345.32%-321.6pp |
| Employer contribution / active EE | $3,310 | $2,734+21.0% | $1,983+66.9% | $4,762-30.5% |
| Participant deferral / active EE | $7,715 | $4,011+92.3% | $3,239+138.2% | $5,850+31.9% |
| Admin fee / account holder | $400 | $8,285-95.2% | $6,101-93.4% | $11,596-96.5% |