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 | $108,535 | $90,348+20.1% | $75,972+42.9% | $145,922-25.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 19.74% | 620.88%-601.1pp | 359.55%-339.8pp | 561.29%-541.5pp |
| Employer contribution / active EE | $5,599 | $3,311+69.1% | $2,685+108.5% | $4,660+20.2% |
| Participant deferral / active EE | $6,617 | $5,162+28.2% | $4,255+55.5% | $6,688-1.1% |
| Admin fee / account holder | $1,636 | $8,467-80.7% | $6,467-74.7% | $13,397-87.8% |