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 | $133,178 | $102,966+29.3% | $90,281+47.5% | $152,861-12.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.15% | 95.16%-74.0pp | 78.10%-56.9pp | 345.32%-324.2pp |
| Employer contribution / active EE | $4,829 | $3,139+53.8% | $2,854+69.2% | $4,762+1.4% |
| Participant deferral / active EE | $11,333 | $4,281+164.7% | $3,885+191.7% | $5,850+93.7% |
| Admin fee / account holder | $575 | $6,171-90.7% | $5,351-89.3% | $11,596-95.0% |