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 | $125,317 | $68,097+84.0% | $62,929+99.1% | $137,256-8.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 17.94% | 1859.11%-1841.2pp | 1063.93%-1046.0pp | 220.34%-202.4pp |
| Employer contribution / active EE | $4,695 | $2,811+67.0% | $2,505+87.5% | $4,156+13.0% |
| Participant deferral / active EE | $2,796 | $4,553-38.6% | $3,888-28.1% | $6,407-56.4% |
| Admin fee / account holder | $4,038 | $6,521-38.1% | $5,065-20.3% | $12,270-67.1% |