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 | $116,926 | $112,096+4.3% | $95,952+21.9% | $158,922-26.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.87% | 171.09%-151.2pp | 91.61%-71.7pp | 302.83%-283.0pp |
| Employer contribution / active EE | $14,847 | $3,198+364.2% | $2,541+484.3% | $4,761+211.8% |
| Participant deferral / active EE | $8,667 | $4,784+81.2% | $4,167+108.0% | $5,982+44.9% |
| Admin fee / account holder | $354 | $10,130-96.5% | $6,795-94.8% | $11,246-96.9% |