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 8-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 | $107,881 | $98,750+9.2% | $149,696-27.9% | $79,858+35.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 20.08% | 27.43%-7.3pp | 276.60%-256.5pp | 31.71%-11.6pp |
| Employer contribution / active EE | $8,028 | $3,216+149.6% | $4,644+72.9% | $2,471+224.9% |
| Participant deferral / active EE | $4,059 | $5,680-28.5% | $6,842-40.7% | $3,740+8.5% |
| Admin fee / account holder | $3,149 | $6,053-48.0% | $9,309-66.2% | $5,306-40.7% |