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 | $126,292 | $74,888+68.6% | $71,209+77.4% | $142,382-11.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.53% | 345.14%-328.6pp | 282.51%-266.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $13,064 | $2,854+357.7% | $2,721+380.1% | $4,299+203.9% |
| Participant deferral / active EE | $18,493 | $4,454+315.2% | $4,175+342.9% | $6,507+184.2% |
| Admin fee / account holder | $4,523 | $5,568-18.8% | $5,349-15.4% | $12,624-64.2% |