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 | $130,011 | $102,966+26.3% | $90,281+44.0% | $152,861-14.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.58% | 95.16%-72.6pp | 78.10%-55.5pp | 345.32%-322.7pp |
| Employer contribution / active EE | $5,258 | $3,139+67.5% | $2,854+84.2% | $4,762+10.4% |
| Participant deferral / active EE | $7,428 | $4,281+73.5% | $3,885+91.2% | $5,850+27.0% |
| Admin fee / account holder | $21,511 | $6,171+248.6% | $5,351+302.0% | $11,596+85.5% |