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 7-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 | $110,829 | $102,317+8.3% | $146,958-24.6% | $80,856+37.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.07% | 134.76%-118.7pp | 418.34%-402.3pp | 35.59%-19.5pp |
| Employer contribution / active EE | $5,403 | $3,713+45.5% | $4,933+9.5% | $2,755+96.1% |
| Participant deferral / active EE | $8,986 | $6,644+35.3% | $8,070+11.4% | $4,296+109.2% |
| Admin fee / account holder | $20,189 | $7,941+154.2% | $12,998+55.3% | $6,918+191.8% |