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 | $81,403 | $73,515+10.7% | $62,995+29.2% | $147,584-44.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.90% | 175.43%-163.5pp | 87.57%-75.7pp | 578.55%-566.6pp |
| Employer contribution / active EE | $5,014 | $3,320+51.0% | $2,759+81.7% | $4,876+2.8% |
| Participant deferral / active EE | $3,324 | $4,185-20.6% | $3,329-0.2% | $5,439-38.9% |
| Admin fee / account holder | $2,218 | $5,953-62.8% | $3,600-38.4% | $10,885-79.6% |