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 | $119,572 | $112,881+5.9% | $90,951+31.5% | $158,922-24.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 10.86% | 215.79%-204.9pp | 134.60%-123.7pp | 302.83%-292.0pp |
| Employer contribution / active EE | $12,097 | $2,893+318.1% | $2,122+470.1% | $4,761+154.1% |
| Participant deferral / active EE | $13,105 | $4,128+217.5% | $3,373+288.5% | $5,982+119.1% |
| Admin fee / account holder | $11,962 | $8,041+48.8% | $5,959+100.7% | $11,246+6.4% |