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 | $118,754 | $114,047+4.1% | $96,139+23.5% | $167,490-29.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 12.86% | 189.88%-177.0pp | 191.94%-179.1pp | 478.56%-465.7pp |
| Employer contribution / active EE | $23,207 | $3,427+577.2% | $2,797+729.8% | $4,837+379.7% |
| Participant deferral / active EE | $12,076 | $5,194+132.5% | $4,349+177.7% | $6,341+90.4% |
| Admin fee / account holder | $4,461 | $6,897-35.3% | $5,537-19.4% | $12,309-63.8% |