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 | $111,792 | $102,966+8.6% | $90,281+23.8% | $152,861-26.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.15% | 95.16%-73.0pp | 78.10%-55.9pp | 345.32%-323.2pp |
| Employer contribution / active EE | $7,472 | $3,139+138.1% | $2,854+161.8% | $4,762+56.9% |
| Participant deferral / active EE | $3,915 | $4,281-8.6% | $3,885+0.8% | $5,850-33.1% |
| Admin fee / account holder | $20,688 | $6,171+235.3% | $5,351+286.6% | $11,596+78.4% |