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 | $119,168 | $102,966+15.7% | $90,281+32.0% | $152,861-22.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 10.39% | 95.16%-84.8pp | 78.10%-67.7pp | 345.32%-334.9pp |
| Employer contribution / active EE | $3,531 | $3,139+12.5% | $2,854+23.7% | $4,762-25.9% |
| Participant deferral / active EE | $7,283 | $4,281+70.1% | $3,885+87.5% | $5,850+24.5% |
| Admin fee / account holder | $2,677 | $6,171-56.6% | $5,351-50.0% | $11,596-76.9% |