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 | $103,462 | $63,346+63.3% | $92,233+12.2% | $70,131+47.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 13.98% | 530.12%-516.1pp | 176.28%-162.3pp | 73.14%-59.2pp |
| Employer contribution / active EE | $7,081 | $2,471+186.5% | $3,679+92.4% | $2,342+202.3% |
| Participant deferral / active EE | $4,609 | $2,854+61.5% | $3,897+18.3% | $3,332+38.3% |
| Admin fee / account holder | $1,539 | $3,840-59.9% | $5,194-70.4% | $4,645-66.9% |