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 | $133,853 | $102,382+30.7% | $147,005-8.9% | $80,874+65.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.51% | 134.89%-118.4pp | 418.76%-402.3pp | 35.62%-19.1pp |
| Employer contribution / active EE | $4,091 | $3,715+10.1% | $4,934-17.1% | $2,756+48.4% |
| Participant deferral / active EE | $8,991 | $6,646+35.3% | $8,070+11.4% | $4,297+109.3% |
| Admin fee / account holder | $14,486 | $7,942+82.4% | $13,006+11.4% | $6,935+108.9% |