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 | $139,944 | $96,635+44.8% | $86,612+61.6% | $139,434+0.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.62% | 106.41%-91.8pp | 591.07%-576.5pp | 372.94%-358.3pp |
| Employer contribution / active EE | $4,150 | $3,263+27.2% | $3,022+37.3% | $4,751-12.6% |
| Participant deferral / active EE | $9,701 | $4,836+100.6% | $4,438+118.6% | $6,710+44.6% |
| Admin fee / account holder | $3,786 | $6,408-40.9% | $5,614-32.6% | $11,403-66.8% |