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 | $130,362 | $65,409+99.3% | $98,442+32.4% | $85,850+51.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 19.31% | 21.76%-2.4pp | 1492.73%-1473.4pp | 318.53%-299.2pp |
| Employer contribution / active EE | $4,008 | $2,168+84.9% | $2,960+35.4% | $2,565+56.3% |
| Participant deferral / active EE | $7,281 | $3,166+129.9% | $4,276+70.3% | $3,952+84.2% |
| Admin fee / account holder | $4,034 | $4,593-12.2% | $5,949-32.2% | $6,260-35.6% |