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 | $101,419 | $73,515+38.0% | $62,995+61.0% | $147,584-31.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.10% | 175.43%-160.3pp | 87.57%-72.5pp | 578.55%-563.4pp |
| Employer contribution / active EE | $4,922 | $3,320+48.2% | $2,759+78.4% | $4,876+0.9% |
| Participant deferral / active EE | $4,922 | $4,185+17.6% | $3,329+47.8% | $5,439-9.5% |
| Admin fee / account holder | $2,470 | $5,953-58.5% | $3,600-31.4% | $10,885-77.3% |