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 | $116,726 | $106,890+9.2% | $84,015+38.9% | $152,861-23.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 16.98% | 104.99%-88.0pp | 71.31%-54.3pp | 345.32%-328.3pp |
| Employer contribution / active EE | $4,129 | $2,734+51.0% | $1,983+108.2% | $4,762-13.3% |
| Participant deferral / active EE | $8,951 | $4,011+123.2% | $3,239+176.4% | $5,850+53.0% |
| Admin fee / account holder | $88,287 | $8,285+965.6% | $6,101+1347.2% | $11,596+661.3% |