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 | $119,545 | $99,652+20.0% | $78,778+51.7% | $147,584-19.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.57% | 47.28%-32.7pp | 35.62%-21.1pp | 578.55%-564.0pp |
| Employer contribution / active EE | $8,794 | $2,796+214.6% | $1,986+342.9% | $4,876+80.3% |
| Participant deferral / active EE | $3,035 | $3,664-17.2% | $2,958+2.6% | $5,439-44.2% |
| Admin fee / account holder | $13,431 | $7,155+87.7% | $5,134+161.6% | $10,885+23.4% |