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 | $127,442 | $102,966+23.8% | $90,281+41.2% | $152,861-16.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 12.83% | 95.16%-82.3pp | 78.10%-65.3pp | 345.32%-332.5pp |
| Employer contribution / active EE | $10,021 | $3,139+219.3% | $2,854+251.1% | $4,762+110.4% |
| Participant deferral / active EE | $5,906 | $4,281+38.0% | $3,885+52.0% | $5,850+1.0% |
| Admin fee / account holder | $5,837 | $6,171-5.4% | $5,351+9.1% | $11,596-49.7% |