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 | $107,310 | $99,652+7.7% | $78,778+36.2% | $147,584-27.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 11.81% | 47.28%-35.5pp | 35.62%-23.8pp | 578.55%-566.7pp |
| Employer contribution / active EE | $3,589 | $2,796+28.4% | $1,986+80.7% | $4,876-26.4% |
| Participant deferral / active EE | $7,525 | $3,664+105.4% | $2,958+154.4% | $5,439+38.4% |
| Admin fee / account holder | $62,864 | $7,155+778.6% | $5,134+1124.5% | $10,885+477.5% |