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 | $119,889 | $104,907+14.3% | $84,611+41.7% | $152,861-21.6% |
| Participation rate | 95.5% | 74.8%+20.6pp | 68.2%+27.2pp | 82.4%+13.0pp |
| Annual return | 20.55% | 373.79%-353.2pp | 258.74%-238.2pp | 345.32%-324.8pp |
| Employer contribution / active EE | $2,672 | $3,302-19.1% | $2,652+0.8% | $4,762-43.9% |
| Participant deferral / active EE | $7,403 | $4,688+57.9% | $3,899+89.9% | $5,850+26.5% |
| Admin fee / account holder | $21,750 | $6,241+248.5% | $4,912+342.8% | $11,596+87.6% |