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 | $103,045 | $73,515+40.2% | $62,995+63.6% | $147,584-30.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 9.42% | 175.43%-166.0pp | 87.57%-78.1pp | 578.55%-569.1pp |
| Employer contribution / active EE | $6,054 | $3,320+82.3% | $2,759+119.4% | $4,876+24.2% |
| Participant deferral / active EE | $5,319 | $4,185+27.1% | $3,329+59.8% | $5,439-2.2% |
| Admin fee / account holder | $18,825 | $5,953+216.2% | $3,600+422.9% | $10,885+72.9% |