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 5-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 | $131,264 | $183,592-28.5% | $155,567-15.6% | $145,959-10.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.54% | 61.24%-51.7pp | 64.74%-55.2pp | 561.95%-552.4pp |
| Employer contribution / active EE | $10,651 | $5,315+100.4% | $4,674+127.9% | $4,661+128.5% |
| Participant deferral / active EE | $10,685 | $6,464+65.3% | $5,628+89.9% | $6,689+59.8% |
| Admin fee / account holder | $34,011 | $19,318+76.1% | $15,916+113.7% | $13,398+153.9% |