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 | $109,326 | $101,317+7.9% | $146,958-25.6% | $74,495+46.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 17.10% | 8730.91%-8713.8pp | 418.34%-401.2pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $8,715 | $3,810+128.7% | $4,933+76.7% | $2,623+232.2% |
| Participant deferral / active EE | $7,178 | $7,303-1.7% | $8,070-11.0% | $4,346+65.2% |
| Admin fee / account holder | $2,508 | $1,739+44.2% | $12,998-80.7% | $1,942+29.2% |