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 | $99,959 | $73,515+36.0% | $62,995+58.7% | $147,584-32.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.95% | 175.43%-161.5pp | 87.57%-73.6pp | 578.55%-564.6pp |
| Employer contribution / active EE | $3,983 | $3,320+20.0% | $2,759+44.4% | $4,876-18.3% |
| Participant deferral / active EE | $5,810 | $4,185+38.8% | $3,329+74.5% | $5,439+6.8% |
| Admin fee / account holder | $3,841 | $5,953-35.5% | $3,600+6.7% | $10,885-64.7% |