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 | $137,530 | $102,966+33.6% | $90,281+52.3% | $152,861-10.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 27.10% | 95.16%-68.1pp | 78.10%-51.0pp | 345.32%-318.2pp |
| Employer contribution / active EE | $9,987 | $3,139+218.2% | $2,854+249.9% | $4,762+109.7% |
| Participant deferral / active EE | $10,288 | $4,281+140.3% | $3,885+164.8% | $5,850+75.9% |
| Admin fee / account holder | $1,343 | $6,171-78.2% | $5,351-74.9% | $11,596-88.4% |