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 | $116,889 | $65,409+78.7% | $98,442+18.7% | $85,850+36.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 27.57% | 21.76%+5.8pp | 1492.73%-1465.2pp | 318.53%-291.0pp |
| Employer contribution / active EE | $2,013 | $2,168-7.2% | $2,960-32.0% | $2,565-21.5% |
| Participant deferral / active EE | $9,014 | $3,166+184.7% | $4,276+110.8% | $3,952+128.1% |
| Admin fee / account holder | $1,768 | $4,593-61.5% | $5,949-70.3% | $6,260-71.8% |