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 | $106,637 | $84,696+25.9% | $75,696+40.9% | $167,490-36.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 25.64% | 199.36%-173.7pp | 104.53%-78.9pp | 478.56%-452.9pp |
| Employer contribution / active EE | $5,345 | $3,230+65.5% | $2,743+94.9% | $4,837+10.5% |
| Participant deferral / active EE | $5,501 | $4,580+20.1% | $3,821+44.0% | $6,341-13.2% |
| Admin fee / account holder | $4,355 | $5,355-18.7% | $3,619+20.3% | $12,309-64.6% |