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 | $121,072 | $91,552+32.2% | $133,956-9.6% | $79,858+51.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 19.77% | 61.85%-42.1pp | 45.09%-25.3pp | 31.71%-11.9pp |
| Employer contribution / active EE | $10,645 | $2,384+346.6% | $3,919+171.6% | $2,471+330.8% |
| Participant deferral / active EE | $6,900 | $3,733+84.8% | $5,048+36.7% | $3,740+84.5% |
| Admin fee / account holder | $442 | $6,321-93.0% | $8,927-95.0% | $5,306-91.7% |