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 | $131,116 | $102,317+28.1% | $146,958-10.8% | $80,856+62.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.76% | 134.76%-120.0pp | 418.34%-403.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $6,558 | $3,713+76.6% | $4,933+32.9% | $2,755+138.1% |
| Participant deferral / active EE | $9,889 | $6,644+48.8% | $8,070+22.5% | $4,296+130.2% |
| Admin fee / account holder | $800 | $7,941-89.9% | $12,998-93.8% | $6,918-88.4% |