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 | $129,741 | $100,773+28.7% | $88,946+45.9% | $142,382-8.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.36% | 70.18%-50.8pp | 57.82%-38.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $10,920 | $2,918+274.3% | $2,555+327.4% | $4,299+154.0% |
| Participant deferral / active EE | $12,017 | $5,230+129.8% | $4,581+162.3% | $6,507+84.7% |
| Admin fee / account holder | $22,207 | $9,693+129.1% | $8,261+168.8% | $12,624+75.9% |