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 | $119,899 | $73,515+63.1% | $62,995+90.3% | $147,584-18.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.75% | 175.43%-159.7pp | 87.57%-71.8pp | 578.55%-562.8pp |
| Employer contribution / active EE | $4,904 | $3,320+47.7% | $2,759+77.7% | $4,876+0.6% |
| Participant deferral / active EE | $4,282 | $4,185+2.3% | $3,329+28.6% | $5,439-21.3% |
| Admin fee / account holder | $16,762 | $5,953+181.5% | $3,600+365.6% | $10,885+54.0% |