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 | $116,223 | $118,450-1.9% | $98,439+18.1% | $139,434-16.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 55.50% | 18.94%+36.6pp | 21.16%+34.3pp | 372.94%-317.4pp |
| Employer contribution / active EE | $6,887 | $3,609+90.8% | $3,048+125.9% | $4,751+45.0% |
| Participant deferral / active EE | $4,107 | $5,392-23.8% | $4,738-13.3% | $6,710-38.8% |
| Admin fee / account holder | $3,534 | $14,026-74.8% | $8,948-60.5% | $11,403-69.0% |