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 | $96,204 | $102,317-6.0% | $146,958-34.5% | $80,856+19.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.10% | 134.76%-117.7pp | 418.34%-401.2pp | 35.59%-18.5pp |
| Employer contribution / active EE | $5,950 | $3,713+60.2% | $4,933+20.6% | $2,755+116.0% |
| Participant deferral / active EE | $12,382 | $6,644+86.4% | $8,070+53.4% | $4,296+188.2% |
| Admin fee / account holder | $2,103 | $7,941-73.5% | $12,998-83.8% | $6,918-69.6% |