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 | $135,100 | $100,041+35.0% | $149,718-9.8% | $70,131+92.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 15.46% | 27.43%-12.0pp | 1501.63%-1486.2pp | 73.14%-57.7pp |
| Employer contribution / active EE | $8,285 | $3,662+126.3% | $5,445+52.2% | $2,342+253.7% |
| Participant deferral / active EE | $6,792 | $4,983+36.3% | $6,569+3.4% | $3,332+103.9% |
| Admin fee / account holder | $2,799 | $8,286-66.2% | $11,283-75.2% | $4,645-39.7% |