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 | $119,944 | $102,317+17.2% | $146,958-18.4% | $80,856+48.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 19.00% | 134.76%-115.8pp | 418.34%-399.3pp | 35.59%-16.6pp |
| Employer contribution / active EE | $2,766 | $3,713-25.5% | $4,933-43.9% | $2,755+0.4% |
| Participant deferral / active EE | $9,476 | $6,644+42.6% | $8,070+17.4% | $4,296+120.6% |
| Admin fee / account holder | $12,875 | $7,941+62.1% | $12,998-0.9% | $6,918+86.1% |