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 | $133,308 | $111,535+19.5% | $105,223+26.7% | $137,256-2.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.63% | 237.85%-218.2pp | 180.65%-161.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $11,306 | $3,939+187.0% | $3,689+206.5% | $4,156+172.0% |
| Participant deferral / active EE | $13,262 | $5,500+141.1% | $5,072+161.5% | $6,407+107.0% |
| Admin fee / account holder | $19,641 | $9,721+102.0% | $8,859+121.7% | $12,270+60.1% |