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 | $105,564 | $102,317+3.2% | $146,958-28.2% | $80,856+30.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.62% | 134.76%-121.1pp | 418.34%-404.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $6,352 | $3,713+71.1% | $4,933+28.8% | $2,755+130.6% |
| Participant deferral / active EE | $10,308 | $6,644+55.2% | $8,070+27.7% | $4,296+140.0% |
| Admin fee / account holder | $1,539 | $7,941-80.6% | $12,998-88.2% | $6,918-77.8% |