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 | $113,263 | $114,047-0.7% | $96,139+17.8% | $167,490-32.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 13.26% | 189.88%-176.6pp | 191.94%-178.7pp | 478.56%-465.3pp |
| Employer contribution / active EE | $5,165 | $3,427+50.7% | $2,797+84.7% | $4,837+6.8% |
| Participant deferral / active EE | $14,211 | $5,194+173.6% | $4,349+226.8% | $6,341+124.1% |
| Admin fee / account holder | $20,433 | $6,897+196.3% | $5,537+269.0% | $12,309+66.0% |