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 | $114,556 | $61,774+85.4% | $97,226+17.8% | $80,856+41.7% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 14.41% | -557.90%+572.3pp | 75.13%-60.7pp | 35.59%-21.2pp |
| Employer contribution / active EE | $7,569 | $1,837+312.1% | $2,729+177.4% | $2,755+174.8% |
| Participant deferral / active EE | $5,084 | $3,029+67.8% | $4,264+19.2% | $4,296+18.3% |
| Admin fee / account holder | $12,999 | $5,166+151.6% | $5,654+129.9% | $6,918+87.9% |