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 | $111,842 | $99,020+12.9% | $86,590+29.2% | $147,584-24.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.65% | 1312.34%-1300.7pp | 964.84%-953.2pp | 578.55%-566.9pp |
| Employer contribution / active EE | $4,212 | $3,132+34.5% | $2,839+48.3% | $4,876-13.6% |
| Participant deferral / active EE | $7,218 | $3,972+81.7% | $3,609+100.0% | $5,439+32.7% |
| Admin fee / account holder | $12,844 | $5,710+124.9% | $4,906+161.8% | $10,885+18.0% |