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 | $107,314 | $102,317+4.9% | $146,958-27.0% | $80,856+32.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 18.23% | 134.76%-116.5pp | 418.34%-400.1pp | 35.59%-17.4pp |
| Employer contribution / active EE | $6,647 | $3,713+79.0% | $4,933+34.8% | $2,755+141.3% |
| Participant deferral / active EE | $8,033 | $6,644+20.9% | $8,070-0.5% | $4,296+87.0% |
| Admin fee / account holder | $14,153 | $7,941+78.2% | $12,998+8.9% | $6,918+104.6% |