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 | $127,791 | $107,334+19.1% | $92,893+37.6% | $152,861-16.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 16.16% | 145.58%-129.4pp | 109.41%-93.3pp | 345.32%-329.2pp |
| Employer contribution / active EE | $12,159 | $4,221+188.1% | $3,653+232.9% | $4,762+155.3% |
| Participant deferral / active EE | $11,805 | $4,845+143.7% | $4,236+178.7% | $5,850+101.8% |
| Admin fee / account holder | $11,821 | $7,079+67.0% | $5,794+104.0% | $11,596+1.9% |