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 | $138,050 | $81,208+70.0% | $98,907+39.6% | $79,858+72.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 20.82% | 60.99%-40.2pp | 196.43%-175.6pp | 31.71%-10.9pp |
| Employer contribution / active EE | $5,004 | $1,960+155.4% | $2,689+86.1% | $2,471+102.5% |
| Participant deferral / active EE | $6,941 | $3,265+112.6% | $4,244+63.5% | $3,740+85.6% |
| Admin fee / account holder | $4,855 | $6,013-19.3% | $6,642-26.9% | $5,306-8.5% |