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 | $124,964 | $90,600+37.9% | $79,464+57.3% | $135,375-7.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 9.51% | 977.43%-967.9pp | 718.14%-708.6pp | 519.73%-510.2pp |
| Employer contribution / active EE | $4,367 | $3,068+42.3% | $2,800+55.9% | $4,779-8.6% |
| Participant deferral / active EE | $4,367 | $4,050+7.8% | $3,704+17.9% | $5,609-22.1% |
| Admin fee / account holder | $7,639 | $5,907+29.3% | $5,113+49.4% | $10,827-29.4% |