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 | $115,385 | $73,515+57.0% | $62,995+83.2% | $147,584-21.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.58% | 175.43%-160.9pp | 87.57%-73.0pp | 578.55%-564.0pp |
| Employer contribution / active EE | $3,611 | $3,320+8.8% | $2,759+30.9% | $4,876-25.9% |
| Participant deferral / active EE | $1,953 | $4,185-53.3% | $3,329-41.3% | $5,439-64.1% |
| Admin fee / account holder | $1,417 | $5,953-76.2% | $3,600-60.6% | $10,885-87.0% |