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 | $109,557 | $93,571+17.1% | $135,903-19.4% | $75,163+45.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 57.10% | 30.90%+26.2pp | 68.23%-11.1pp | 160.62%-103.5pp |
| Employer contribution / active EE | $4,500 | $3,537+27.2% | $4,856-7.3% | $2,670+68.5% |
| Participant deferral / active EE | $3,231 | $6,404-49.6% | $7,758-58.4% | $4,125-21.7% |
| Admin fee / account holder | $11,964 | $6,975+71.5% | $10,762+11.2% | $5,651+111.7% |