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 | $119,131 | $69,207+72.1% | $64,056+86.0% | $139,434-14.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.67% | 45.88%-32.2pp | 33.69%-20.0pp | 372.94%-359.3pp |
| Employer contribution / active EE | $8,043 | $3,182+152.8% | $2,747+192.8% | $4,751+69.3% |
| Participant deferral / active EE | $8,295 | $4,682+77.2% | $3,880+113.8% | $6,710+23.6% |
| Admin fee / account holder | $1,748 | $4,244-58.8% | $3,068-43.0% | $11,403-84.7% |