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 | $132,019 | $108,919+21.2% | $100,391+31.5% | $145,922-9.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.31% | 57.88%-47.6pp | 49.20%-38.9pp | 561.29%-551.0pp |
| Employer contribution / active EE | $6,942 | $4,419+57.1% | $3,942+76.1% | $4,660+49.0% |
| Participant deferral / active EE | $6,823 | $8,445-19.2% | $8,082-15.6% | $6,688+2.0% |
| Admin fee / account holder | $2,493 | $9,689-74.3% | $7,899-68.4% | $13,397-81.4% |