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 | $101,502 | $60,124+68.8% | $90,404+12.3% | $79,858+27.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 12.00% | 71.94%-59.9pp | 1293.02%-1281.0pp | 31.71%-19.7pp |
| Employer contribution / active EE | $2,679 | $2,068+29.5% | $3,262-17.9% | $2,471+8.4% |
| Participant deferral / active EE | $4,767 | $2,938+62.3% | $3,963+20.3% | $3,740+27.5% |
| Admin fee / account holder | $12,902 | $3,976+224.5% | $5,611+130.0% | $5,306+143.2% |