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 | $123,292 | $109,982+12.1% | $97,226+26.8% | $145,922-15.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.55% | 242.90%-228.4pp | 75.13%-60.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $12,791 | $3,084+314.8% | $2,729+368.7% | $4,660+174.5% |
| Participant deferral / active EE | $8,386 | $4,676+79.3% | $4,264+96.7% | $6,688+25.4% |
| Admin fee / account holder | $1,882 | $6,221-69.7% | $5,654-66.7% | $13,397-86.0% |