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 | $103,498 | $102,966+0.5% | $90,281+14.6% | $152,861-32.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.39% | 95.16%-75.8pp | 78.10%-58.7pp | 345.32%-325.9pp |
| Employer contribution / active EE | $5,244 | $3,139+67.1% | $2,854+83.7% | $4,762+10.1% |
| Participant deferral / active EE | $4,076 | $4,281-4.8% | $3,885+4.9% | $5,850-30.3% |
| Admin fee / account holder | $57,825 | $6,171+837.1% | $5,351+980.6% | $11,596+398.6% |