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 | $99,629 | $81,208+22.7% | $98,907+0.7% | $79,858+24.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 15.92% | 60.99%-45.1pp | 196.43%-180.5pp | 31.71%-15.8pp |
| Employer contribution / active EE | $5,019 | $1,960+156.1% | $2,689+86.7% | $2,471+103.1% |
| Participant deferral / active EE | $4,400 | $3,265+34.8% | $4,244+3.7% | $3,740+17.6% |
| Admin fee / account holder | $908 | $6,013-84.9% | $6,642-86.3% | $5,306-82.9% |