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 | $137,895 | $109,982+25.4% | $97,226+41.8% | $145,922-5.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.10% | 242.90%-229.8pp | 75.13%-62.0pp | 561.29%-548.2pp |
| Employer contribution / active EE | $12,270 | $3,084+297.9% | $2,729+349.6% | $4,660+163.3% |
| Participant deferral / active EE | $9,588 | $4,676+105.0% | $4,264+124.9% | $6,688+43.4% |
| Admin fee / account holder | $3,184 | $6,221-48.8% | $5,654-43.7% | $13,397-76.2% |