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 | $119,095 | $105,998+12.4% | $92,233+29.1% | $147,584-19.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.04% | 50.05%-30.0pp | 176.28%-156.2pp | 578.55%-558.5pp |
| Employer contribution / active EE | $8,585 | $4,333+98.1% | $3,679+133.3% | $4,876+76.0% |
| Participant deferral / active EE | $9,360 | $4,478+109.0% | $3,897+140.2% | $5,439+72.1% |
| Admin fee / account holder | $619 | $6,332-90.2% | $5,194-88.1% | $10,885-94.3% |