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 | $120,393 | $63,346+90.1% | $92,233+30.5% | $70,131+71.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.95% | 530.12%-514.2pp | 176.28%-160.3pp | 73.14%-57.2pp |
| Employer contribution / active EE | $2,436 | $2,471-1.4% | $3,679-33.8% | $2,342+4.0% |
| Participant deferral / active EE | $5,629 | $2,854+97.3% | $3,897+44.5% | $3,332+69.0% |
| Admin fee / account holder | $1,218 | $3,840-68.3% | $5,194-76.6% | $4,645-73.8% |