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 | $129,315 | $99,079+30.5% | $77,999+65.8% | $273,961-52.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.09% | 217.93%-211.8pp | 425.96%-419.9pp | 41.45%-35.4pp |
| Employer contribution / active EE | $7,363 | $3,308+122.6% | $2,470+198.1% | $4,869+51.2% |
| Participant deferral / active EE | $7,078 | $4,306+64.4% | $3,497+102.4% | $5,287+33.9% |
| Admin fee / account holder | $16,668 | $8,954+86.2% | $5,480+204.1% | $10,132+64.5% |