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 | $115,508 | $100,773+14.6% | $88,946+29.9% | $142,382-18.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.61% | 70.18%-50.6pp | 57.82%-38.2pp | 217.08%-197.5pp |
| Employer contribution / active EE | $6,140 | $2,918+110.5% | $2,555+140.3% | $4,299+42.8% |
| Participant deferral / active EE | $12,814 | $5,230+145.0% | $4,581+179.7% | $6,507+96.9% |
| Admin fee / account holder | $852 | $9,693-91.2% | $8,261-89.7% | $12,624-93.2% |