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 | $107,771 | $65,409+64.8% | $98,442+9.5% | $85,850+25.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 15.74% | 21.76%-6.0pp | 1492.73%-1477.0pp | 318.53%-302.8pp |
| Employer contribution / active EE | $3,419 | $2,168+57.7% | $2,960+15.5% | $2,565+33.3% |
| Participant deferral / active EE | $5,495 | $3,166+73.6% | $4,276+28.5% | $3,952+39.1% |
| Admin fee / account holder | $19,824 | $4,593+331.6% | $5,949+233.2% | $6,260+216.7% |