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 | $114,178 | $84,149+35.7% | $76,080+50.1% | $167,490-31.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.4%+20.6pp | 82.1%+17.9pp |
| Annual return | 11.76% | 54.99%-43.2pp | 42.50%-30.7pp | 478.56%-466.8pp |
| Employer contribution / active EE | $6,463 | $4,618+40.0% | $3,962+63.1% | $4,837+33.6% |
| Participant deferral / active EE | $5,792 | $5,796-0.1% | $4,905+18.1% | $6,341-8.7% |
| Admin fee / account holder | $41,017 | $6,410+539.8% | $4,883+740.0% | $12,309+233.2% |