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 | $136,550 | $102,317+33.5% | $146,958-7.1% | $80,856+68.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.94% | 134.76%-120.8pp | 418.34%-404.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $8,866 | $3,713+138.8% | $4,933+79.7% | $2,755+221.8% |
| Participant deferral / active EE | $17,132 | $6,644+157.9% | $8,070+112.3% | $4,296+298.8% |
| Admin fee / account holder | $5,999 | $7,941-24.5% | $12,998-53.8% | $6,918-13.3% |