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 | $114,845 | $102,966+11.5% | $90,281+27.2% | $152,861-24.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.88% | 95.16%-74.3pp | 78.10%-57.2pp | 345.32%-324.4pp |
| Employer contribution / active EE | $5,327 | $3,139+69.7% | $2,854+86.6% | $4,762+11.9% |
| Participant deferral / active EE | $7,619 | $4,281+77.9% | $3,885+96.1% | $5,850+30.2% |
| Admin fee / account holder | $30,753 | $6,171+398.4% | $5,351+474.7% | $11,596+165.2% |