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 | $108,188 | $111,724-3.2% | $93,606+15.6% | $145,922-25.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.03% | 202.98%-191.0pp | 133.20%-121.2pp | 561.29%-549.3pp |
| Employer contribution / active EE | $12,637 | $3,090+309.0% | $2,420+422.2% | $4,660+171.2% |
| Participant deferral / active EE | $8,646 | $4,912+76.0% | $4,411+96.0% | $6,688+29.3% |
| Admin fee / account holder | $26,366 | $10,250+157.2% | $8,285+218.2% | $13,397+96.8% |