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 | $173,543 | $96,635+79.6% | $86,612+100.4% | $139,434+24.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.17% | 106.41%-90.2pp | 591.07%-574.9pp | 372.94%-356.8pp |
| Employer contribution / active EE | $4,874 | $3,263+49.4% | $3,022+61.3% | $4,751+2.6% |
| Participant deferral / active EE | $8,908 | $4,836+84.2% | $4,438+100.7% | $6,710+32.7% |
| Admin fee / account holder | $1,489 | $6,408-76.8% | $5,614-73.5% | $11,403-86.9% |