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 | $83,073 | $73,515+13.0% | $62,995+31.9% | $147,584-43.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 19.05% | 175.43%-156.4pp | 87.57%-68.5pp | 578.55%-559.5pp |
| Employer contribution / active EE | $7,245 | $3,320+118.2% | $2,759+162.6% | $4,876+48.6% |
| Participant deferral / active EE | $6,738 | $4,185+61.0% | $3,329+102.4% | $5,439+23.9% |
| Admin fee / account holder | $9,759 | $5,953+63.9% | $3,600+171.1% | $10,885-10.4% |