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 | $122,968 | $111,724+10.1% | $93,606+31.4% | $145,922-15.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.46% | 202.98%-185.5pp | 133.20%-115.7pp | 561.29%-543.8pp |
| Employer contribution / active EE | $5,174 | $3,090+67.5% | $2,420+113.8% | $4,660+11.0% |
| Participant deferral / active EE | $8,834 | $4,912+79.9% | $4,411+100.3% | $6,688+32.1% |
| Admin fee / account holder | $57,364 | $10,250+459.7% | $8,285+592.4% | $13,397+328.2% |