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 | $149,321 | $74,888+99.4% | $71,209+109.7% | $142,382+4.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.45% | 345.14%-331.7pp | 282.51%-269.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,464 | $2,854-13.7% | $2,721-9.4% | $4,299-42.7% |
| Participant deferral / active EE | $8,497 | $4,454+90.8% | $4,175+103.5% | $6,507+30.6% |
| Admin fee / account holder | $77,377 | $5,568+1289.6% | $5,349+1346.6% | $12,624+512.9% |