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 | $121,524 | $102,317+18.8% | $146,958-17.3% | $80,856+50.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.97% | 134.76%-121.8pp | 418.34%-405.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,758 | $3,713-25.7% | $4,933-44.1% | $2,755+0.1% |
| Participant deferral / active EE | $7,416 | $6,644+11.6% | $8,070-8.1% | $4,296+72.6% |
| Admin fee / account holder | $4,451 | $7,941-43.9% | $12,998-65.8% | $6,918-35.7% |