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 | $111,119 | $102,966+7.9% | $90,281+23.1% | $152,861-27.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.43% | 95.16%-71.7pp | 78.10%-54.7pp | 345.32%-321.9pp |
| Employer contribution / active EE | $3,976 | $3,139+26.7% | $2,854+39.3% | $4,762-16.5% |
| Participant deferral / active EE | $5,777 | $4,281+34.9% | $3,885+48.7% | $5,850-1.2% |
| Admin fee / account holder | $4,461 | $6,171-27.7% | $5,351-16.6% | $11,596-61.5% |