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 | $118,248 | $99,079+19.3% | $77,999+51.6% | $273,961-56.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 4.88% | 217.93%-213.0pp | 425.96%-421.1pp | 41.45%-36.6pp |
| Employer contribution / active EE | $5,494 | $3,308+66.1% | $2,470+122.4% | $4,869+12.9% |
| Participant deferral / active EE | $5,471 | $4,306+27.0% | $3,497+56.5% | $5,287+3.5% |
| Admin fee / account holder | $16,303 | $8,954+82.1% | $5,480+197.5% | $10,132+60.9% |