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 9-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 | $115,670 | $102,382+13.0% | $147,005-21.3% | $80,874+43.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.11% | 134.89%-120.8pp | 418.76%-404.7pp | 35.62%-21.5pp |
| Employer contribution / active EE | $6,093 | $3,715+64.0% | $4,934+23.5% | $2,756+121.1% |
| Participant deferral / active EE | $14,089 | $6,646+112.0% | $8,070+74.6% | $4,297+227.9% |
| Admin fee / account holder | $10,405 | $7,942+31.0% | $13,006-20.0% | $6,935+50.0% |