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 | $107,256 | $91,538+17.2% | $129,995-17.5% | $75,163+42.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 15.67% | -631.11%+646.8pp | -137.18%+152.8pp | 160.62%-144.9pp |
| Employer contribution / active EE | $4,997 | $2,845+75.6% | $4,320+15.7% | $2,670+87.2% |
| Participant deferral / active EE | $8,002 | $4,341+84.3% | $5,820+37.5% | $4,125+94.0% |
| Admin fee / account holder | $8,954 | $6,790+31.9% | $10,614-15.6% | $5,651+58.5% |