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 | $111,138 | $99,020+12.2% | $86,590+28.3% | $147,584-24.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 22.21% | 1312.34%-1290.1pp | 964.84%-942.6pp | 578.55%-556.3pp |
| Employer contribution / active EE | $5,391 | $3,132+72.1% | $2,839+89.9% | $4,876+10.5% |
| Participant deferral / active EE | $4,698 | $3,972+18.3% | $3,609+30.2% | $5,439-13.6% |
| Admin fee / account holder | $10,884 | $5,710+90.6% | $4,906+121.9% | $10,8850% |