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 | $120,464 | $102,317+17.7% | $146,958-18.0% | $80,856+49.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 23.24% | 134.76%-111.5pp | 418.34%-395.1pp | 35.59%-12.4pp |
| Employer contribution / active EE | $8,734 | $3,713+135.2% | $4,933+77.1% | $2,755+217.1% |
| Participant deferral / active EE | $9,951 | $6,644+49.8% | $8,070+23.3% | $4,296+131.7% |
| Admin fee / account holder | $1,078 | $7,941-86.4% | $12,998-91.7% | $6,918-84.4% |