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 | $134,370 | $102,966+30.5% | $90,281+48.8% | $152,861-12.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 27.54% | 95.16%-67.6pp | 78.10%-50.6pp | 345.32%-317.8pp |
| Employer contribution / active EE | $5,794 | $3,139+84.6% | $2,854+103.0% | $4,762+21.7% |
| Participant deferral / active EE | $5,943 | $4,281+38.8% | $3,885+53.0% | $5,850+1.6% |
| Admin fee / account holder | $14,092 | $6,171+128.4% | $5,351+163.3% | $11,596+21.5% |