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 | $112,859 | $89,355+26.3% | $141,162-20.0% | $72,985+54.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.61% | 111.85%-89.2pp | 71.39%-48.8pp | 81.00%-58.4pp |
| Employer contribution / active EE | $4,189 | $3,114+34.5% | $4,735-11.5% | $2,440+71.7% |
| Participant deferral / active EE | $7,548 | $5,418+39.3% | $6,709+12.5% | $3,607+109.2% |
| Admin fee / account holder | $31,080 | $5,958+421.6% | $10,261+202.9% | $5,124+506.5% |