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 | $105,811 | $107,934-2.0% | $91,989+15.0% | $152,861-30.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 25.30% | 89.24%-63.9pp | 69.02%-43.7pp | 345.32%-320.0pp |
| Employer contribution / active EE | $10,353 | $4,210+145.9% | $3,452+199.9% | $4,762+117.4% |
| Participant deferral / active EE | $6,697 | $6,364+5.2% | $5,923+13.1% | $5,850+14.5% |
| Admin fee / account holder | $15,013 | $10,520+42.7% | $7,743+93.9% | $11,596+29.5% |