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 | $121,278 | $95,971+26.4% | $74,550+62.7% | $135,375-10.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 6.99% | 56.96%-50.0pp | 32.53%-25.5pp | 519.73%-512.7pp |
| Employer contribution / active EE | $5,000 | $2,716+84.1% | $1,961+155.0% | $4,779+4.6% |
| Participant deferral / active EE | $5,005 | $3,843+30.2% | $3,108+61.0% | $5,609-10.8% |
| Admin fee / account holder | $449 | $6,522-93.1% | $5,060-91.1% | $10,827-95.9% |