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 | $143,468 | $118,680+20.9% | $98,907+45.1% | $158,922-9.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 10.42% | 372.35%-361.9pp | 196.43%-186.0pp | 302.83%-292.4pp |
| Employer contribution / active EE | $8,449 | $3,333+153.5% | $2,689+214.2% | $4,761+77.5% |
| Participant deferral / active EE | $7,217 | $5,088+41.9% | $4,244+70.0% | $5,982+20.6% |
| Admin fee / account holder | $2,832 | $10,131-72.0% | $6,642-57.4% | $11,246-74.8% |