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 | $171,824 | $129,217+33.0% | $93,406+84.0% | $158,922+8.1% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 4.39% | 118.21%-113.8pp | 78.05%-73.7pp | 302.83%-298.4pp |
| Employer contribution / active EE | $4,340 | $2,711+60.1% | $2,075+109.2% | $4,761-8.8% |
| Participant deferral / active EE | $3,311 | $3,909-15.3% | $3,126+5.9% | $5,982-44.6% |
| Admin fee / account holder | $13,204 | $7,383+78.8% | $5,230+152.5% | $11,246+17.4% |