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 | $116,429 | $102,966+13.1% | $90,281+29.0% | $152,861-23.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.98% | 95.16%-76.2pp | 78.10%-59.1pp | 345.32%-326.3pp |
| Employer contribution / active EE | $6,527 | $3,139+108.0% | $2,854+128.7% | $4,762+37.1% |
| Participant deferral / active EE | $10,096 | $4,281+135.8% | $3,885+159.9% | $5,850+72.6% |
| Admin fee / account holder | $32,077 | $6,171+419.8% | $5,351+499.4% | $11,596+176.6% |