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 | $110,309 | $102,317+7.8% | $146,958-24.9% | $80,856+36.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.52% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $8,877 | $3,713+139.1% | $4,933+79.9% | $2,755+222.2% |
| Participant deferral / active EE | $2,777 | $6,644-58.2% | $8,070-65.6% | $4,296-35.4% |
| Admin fee / account holder | $1,005 | $7,941-87.3% | $12,998-92.3% | $6,918-85.5% |