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 6-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 | $120,686 | $114,047+5.8% | $96,139+25.5% | $167,490-27.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 10.67% | 189.88%-179.2pp | 191.94%-181.3pp | 478.56%-467.9pp |
| Employer contribution / active EE | $2,771 | $3,427-19.1% | $2,797-0.9% | $4,837-42.7% |
| Participant deferral / active EE | $15,167 | $5,194+192.0% | $4,349+248.8% | $6,341+139.2% |
| Admin fee / account holder | $3,800 | $6,897-44.9% | $5,537-31.4% | $12,309-69.1% |