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 | $117,897 | $107,334+9.8% | $92,893+26.9% | $152,861-22.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.46% | 145.58%-123.1pp | 109.41%-87.0pp | 345.32%-322.9pp |
| Employer contribution / active EE | $6,783 | $4,221+60.7% | $3,653+85.7% | $4,762+42.4% |
| Participant deferral / active EE | $6,467 | $4,845+33.5% | $4,236+52.7% | $5,850+10.6% |
| Admin fee / account holder | $2,698 | $7,079-61.9% | $5,794-53.4% | $11,596-76.7% |