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 | $135,377 | $107,334+26.1% | $92,893+45.7% | $152,861-11.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.92% | 145.58%-121.7pp | 109.41%-85.5pp | 345.32%-321.4pp |
| Employer contribution / active EE | $10,600 | $4,221+151.1% | $3,653+190.2% | $4,762+122.6% |
| Participant deferral / active EE | $2,839 | $4,845-41.4% | $4,236-33.0% | $5,850-51.5% |
| Admin fee / account holder | $47,056 | $7,079+564.7% | $5,794+712.2% | $11,596+305.8% |