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 | $112,654 | $102,317+10.1% | $146,958-23.3% | $80,856+39.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.25% | 134.76%-119.5pp | 418.34%-403.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $4,504 | $3,713+21.3% | $4,933-8.7% | $2,755+63.5% |
| Participant deferral / active EE | $13,080 | $6,644+96.9% | $8,070+62.1% | $4,296+204.5% |
| Admin fee / account holder | $3,257 | $7,941-59.0% | $12,998-74.9% | $6,918-52.9% |