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 | $119,646 | $77,145+55.1% | $108,410+10.4% | $85,850+39.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 18.69% | 44.54%-25.8pp | 905.27%-886.6pp | 318.53%-299.8pp |
| Employer contribution / active EE | $5,380 | $2,379+126.1% | $3,558+51.2% | $2,565+109.7% |
| Participant deferral / active EE | $4,076 | $5,566-26.8% | $6,563-37.9% | $3,952+3.2% |
| Admin fee / account holder | $1,681 | $5,172-67.5% | $7,295-77.0% | $6,260-73.1% |