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 | $120,000 | $102,317+17.3% | $146,958-18.3% | $80,856+48.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.53% | 134.76%-119.2pp | 418.34%-402.8pp | 35.59%-20.1pp |
| Employer contribution / active EE | $4,455 | $3,713+20.0% | $4,933-9.7% | $2,755+61.7% |
| Participant deferral / active EE | $10,490 | $6,644+57.9% | $8,070+30.0% | $4,296+144.2% |
| Admin fee / account holder | $21,636 | $7,941+172.5% | $12,998+66.5% | $6,918+212.8% |