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 | $103,535 | $80,812+28.1% | $160,784-35.6% | $82,448+25.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 14.25% | 100.59%-86.3pp | 1803.92%-1789.7pp | 41.64%-27.4pp |
| Employer contribution / active EE | $7,975 | $2,174+266.9% | $3,733+113.7% | $2,551+212.6% |
| Participant deferral / active EE | $5,915 | $4,335+36.4% | $6,293-6.0% | $4,139+42.9% |
| Admin fee / account holder | $12,006 | $7,695+56.0% | $9,717+23.6% | $7,234+66.0% |