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 | $119,428 | $108,642+9.9% | $74,701+59.9% | $152,861-21.9% |
| Participation rate | 85.7% | 65.3%+20.4pp | 54.5%+31.3pp | 82.4%+3.3pp |
| Annual return | 13.60% | 114.06%-100.5pp | 752.92%-739.3pp | 345.32%-331.7pp |
| Employer contribution / active EE | $5,742 | $1,503+282.1% | $1,084+429.9% | $4,762+20.6% |
| Participant deferral / active EE | $8,617 | $2,712+217.7% | $1,964+338.8% | $5,850+47.3% |
| Admin fee / account holder | $148,181 | $4,902+2922.6% | $3,333+4345.9% | $11,596+1177.8% |