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 | $81,695 | $107,334-23.9% | $92,893-12.1% | $152,861-46.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.34% | 145.58%-125.2pp | 109.41%-89.1pp | 345.32%-325.0pp |
| Employer contribution / active EE | $10,927 | $4,221+158.9% | $3,653+199.1% | $4,762+129.4% |
| Participant deferral / active EE | $7,911 | $4,845+63.3% | $4,236+86.8% | $5,850+35.2% |
| Admin fee / account holder | $17,183 | $7,079+142.7% | $5,794+196.6% | $11,596+48.2% |