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 | $113,785 | $96,635+17.7% | $86,612+31.4% | $139,434-18.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 21.64% | 106.41%-84.8pp | 591.07%-569.4pp | 372.94%-351.3pp |
| Employer contribution / active EE | $6,609 | $3,263+102.6% | $3,022+118.7% | $4,751+39.1% |
| Participant deferral / active EE | $14,160 | $4,836+192.8% | $4,438+219.1% | $6,710+111.0% |
| Admin fee / account holder | $18,740 | $6,408+192.4% | $5,614+233.8% | $11,403+64.3% |