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 | $93,701 | $73,515+27.5% | $62,995+48.7% | $147,584-36.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.78% | 175.43%-161.7pp | 87.57%-73.8pp | 578.55%-564.8pp |
| Employer contribution / active EE | $14,535 | $3,320+337.7% | $2,759+426.8% | $4,876+198.1% |
| Participant deferral / active EE | $10,033 | $4,185+139.7% | $3,329+201.3% | $5,439+84.5% |
| Admin fee / account holder | $329 | $5,953-94.5% | $3,600-90.9% | $10,885-97.0% |