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 | $121,249 | $73,515+64.9% | $62,995+92.5% | $147,584-17.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.52% | 175.43%-163.9pp | 87.57%-76.0pp | 578.55%-567.0pp |
| Employer contribution / active EE | $2,853 | $3,320-14.1% | $2,759+3.4% | $4,876-41.5% |
| Participant deferral / active EE | $6,183 | $4,185+47.7% | $3,329+85.7% | $5,439+13.7% |
| Admin fee / account holder | $2,102 | $5,953-64.7% | $3,600-41.6% | $10,885-80.7% |