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 | $133,087 | $102,317+30.1% | $146,958-9.4% | $80,856+64.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.28% | 134.76%-122.5pp | 418.34%-406.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $10,666 | $3,713+187.3% | $4,933+116.2% | $2,755+287.2% |
| Participant deferral / active EE | $8,053 | $6,644+21.2% | $8,070-0.2% | $4,296+87.5% |
| Admin fee / account holder | $9,214 | $7,941+16.0% | $12,998-29.1% | $6,918+33.2% |