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 | $127,322 | $88,710+43.5% | $81,783+55.7% | $145,959-12.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.97% | 1027.26%-1014.3pp | 775.05%-762.1pp | 561.95%-549.0pp |
| Employer contribution / active EE | $4,244 | $3,083+37.6% | $2,913+45.7% | $4,661-9.0% |
| Participant deferral / active EE | $5,902 | $4,645+27.1% | $4,320+36.6% | $6,689-11.8% |
| Admin fee / account holder | $6,984 | $8,407-16.9% | $7,380-5.4% | $13,398-47.9% |