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 | $124,173 | $112,096+10.8% | $95,952+29.4% | $158,922-21.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.04% | 171.09%-152.0pp | 91.61%-72.6pp | 302.83%-283.8pp |
| Employer contribution / active EE | $10,477 | $3,198+227.6% | $2,541+312.3% | $4,761+120.0% |
| Participant deferral / active EE | $15,998 | $4,784+234.4% | $4,167+283.9% | $5,982+167.4% |
| Admin fee / account holder | $8,942 | $10,130-11.7% | $6,795+31.6% | $11,246-20.5% |