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 | $144,538 | $102,317+41.3% | $146,958-1.6% | $80,856+78.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.44% | 134.76%-118.3pp | 418.34%-401.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $7,784 | $3,713+109.6% | $4,933+57.8% | $2,755+182.6% |
| Participant deferral / active EE | $5,233 | $6,644-21.2% | $8,070-35.2% | $4,296+21.8% |
| Admin fee / account holder | $21,818 | $7,941+174.7% | $12,998+67.9% | $6,918+215.4% |