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 | $118,311 | $102,317+15.6% | $146,958-19.5% | $80,856+46.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.10% | 134.76%-121.7pp | 418.34%-405.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $5,979 | $3,713+61.0% | $4,933+21.2% | $2,755+117.0% |
| Participant deferral / active EE | $14,539 | $6,644+118.8% | $8,070+80.2% | $4,296+238.4% |
| Admin fee / account holder | $10,931 | $7,941+37.6% | $12,998-15.9% | $6,918+58.0% |