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 | $133,216 | $96,305+38.3% | $80,569+65.3% | $139,434-4.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 12.06% | 1350.08%-1338.0pp | 935.43%-923.4pp | 372.94%-360.9pp |
| Employer contribution / active EE | $3,364 | $3,262+3.1% | $2,723+23.5% | $4,751-29.2% |
| Participant deferral / active EE | $6,465 | $5,232+23.6% | $4,447+45.4% | $6,710-3.7% |
| Admin fee / account holder | $16,502 | $6,599+150.1% | $5,377+206.9% | $11,403+44.7% |