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 | $123,676 | $81,208+52.3% | $98,907+25.0% | $79,858+54.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 23.10% | 60.99%-37.9pp | 196.43%-173.3pp | 31.71%-8.6pp |
| Employer contribution / active EE | $3,872 | $1,960+97.6% | $2,689+44.0% | $2,471+56.7% |
| Participant deferral / active EE | $3,273 | $3,265+0.2% | $4,244-22.9% | $3,740-12.5% |
| Admin fee / account holder | $25,418 | $6,013+322.7% | $6,642+282.7% | $5,306+379.0% |