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 | $117,559 | $88,672+32.6% | $105,223+11.7% | $82,448+42.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 22.42% | 30.86%-8.4pp | 180.65%-158.2pp | 41.64%-19.2pp |
| Employer contribution / active EE | $6,799 | $3,048+123.1% | $3,689+84.3% | $2,551+166.5% |
| Participant deferral / active EE | $7,727 | $4,036+91.5% | $5,072+52.4% | $4,139+86.7% |
| Admin fee / account holder | $1,352 | $7,146-81.1% | $8,859-84.7% | $7,234-81.3% |