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 | $134,638 | $102,966+30.8% | $90,281+49.1% | $152,861-11.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.33% | 95.16%-75.8pp | 78.10%-58.8pp | 345.32%-326.0pp |
| Employer contribution / active EE | $5,794 | $3,139+84.6% | $2,854+103.0% | $4,762+21.7% |
| Participant deferral / active EE | $4,840 | $4,281+13.0% | $3,885+24.6% | $5,850-17.3% |
| Admin fee / account holder | $2,617 | $6,171-57.6% | $5,351-51.1% | $11,596-77.4% |