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 | $100,871 | $63,346+59.2% | $92,233+9.4% | $70,131+43.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 56.41% | 530.12%-473.7pp | 176.28%-119.9pp | 73.14%-16.7pp |
| Employer contribution / active EE | $3,109 | $2,471+25.8% | $3,679-15.5% | $2,342+32.7% |
| Participant deferral / active EE | $9,837 | $2,854+244.7% | $3,897+152.4% | $3,332+195.3% |
| Admin fee / account holder | $19,607 | $3,840+410.6% | $5,194+277.5% | $4,645+322.1% |