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 | $175,746 | $129,217+36.0% | $93,406+88.2% | $158,922+10.6% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 7.65% | 118.21%-110.6pp | 78.05%-70.4pp | 302.83%-295.2pp |
| Employer contribution / active EE | $5,000 | $2,711+84.4% | $2,075+141.0% | $4,761+5.0% |
| Participant deferral / active EE | $4,333 | $3,909+10.9% | $3,126+38.6% | $5,982-27.6% |
| Admin fee / account holder | $1,212 | $7,383-83.6% | $5,230-76.8% | $11,246-89.2% |