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 | $124,218 | $100,852+23.2% | $90,404+37.4% | $158,922-21.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 6.80% | 1724.20%-1717.4pp | 1293.02%-1286.2pp | 302.83%-296.0pp |
| Employer contribution / active EE | $3,319 | $3,689-10.0% | $3,262+1.7% | $4,761-30.3% |
| Participant deferral / active EE | $12,308 | $4,348+183.1% | $3,963+210.6% | $5,982+105.8% |
| Admin fee / account holder | $9,847 | $6,501+51.5% | $5,611+75.5% | $11,246-12.4% |