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 | $139,980 | $102,317+36.8% | $146,958-4.7% | $80,856+73.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.54% | 134.76%-117.2pp | 418.34%-400.8pp | 35.59%-18.1pp |
| Employer contribution / active EE | $9,599 | $3,713+158.5% | $4,933+94.6% | $2,755+248.5% |
| Participant deferral / active EE | $10,609 | $6,644+59.7% | $8,070+31.5% | $4,296+147.0% |
| Admin fee / account holder | $8,080 | $7,941+1.7% | $12,998-37.8% | $6,918+16.8% |