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 | $113,448 | $135,635-16.4% | $110,238+2.9% | $135,375-16.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 5.56% | 513.19%-507.6pp | 314.74%-309.2pp | 519.73%-514.2pp |
| Employer contribution / active EE | $13,539 | $4,906+176.0% | $3,826+253.8% | $4,779+183.3% |
| Participant deferral / active EE | $8,518 | $5,506+54.7% | $4,672+82.3% | $5,609+51.9% |
| Admin fee / account holder | $47,729 | $11,457+316.6% | $8,547+458.4% | $10,827+340.8% |