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 | $102,788 | $95,971+7.1% | $74,550+37.9% | $135,375-24.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 5.55% | 56.96%-51.4pp | 32.53%-27.0pp | 519.73%-514.2pp |
| Employer contribution / active EE | $3,238 | $2,716+19.2% | $1,961+65.1% | $4,779-32.3% |
| Participant deferral / active EE | $7,528 | $3,843+95.9% | $3,108+142.2% | $5,609+34.2% |
| Admin fee / account holder | $5,564 | $6,522-14.7% | $5,060+10.0% | $10,827-48.6% |