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 | $104,014 | $102,317+1.7% | $146,958-29.2% | $80,856+28.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.36% | 134.76%-121.4pp | 418.34%-405.0pp | 35.59%-22.2pp |
| Employer contribution / active EE | $4,157 | $3,713+12.0% | $4,933-15.7% | $2,755+50.9% |
| Participant deferral / active EE | $8,403 | $6,644+26.5% | $8,070+4.1% | $4,296+95.6% |
| Admin fee / account holder | $12,118 | $7,941+52.6% | $12,998-6.8% | $6,918+75.2% |