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 | $116,250 | $108,919+6.7% | $100,391+15.8% | $145,922-20.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.32% | 57.88%-45.6pp | 49.20%-36.9pp | 561.29%-549.0pp |
| Employer contribution / active EE | $4,194 | $4,419-5.1% | $3,942+6.4% | $4,660-10.0% |
| Participant deferral / active EE | $14,050 | $8,445+66.4% | $8,082+73.8% | $6,688+110.1% |
| Admin fee / account holder | $13,959 | $9,689+44.1% | $7,899+76.7% | $13,397+4.2% |