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 | $119,067 | $74,888+59.0% | $71,209+67.2% | $142,382-16.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.75% | 345.14%-329.4pp | 282.51%-266.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $6,944 | $2,854+143.3% | $2,721+155.2% | $4,299+61.5% |
| Participant deferral / active EE | $5,576 | $4,454+25.2% | $4,175+33.6% | $6,507-14.3% |
| Admin fee / account holder | $7,719 | $5,568+38.6% | $5,349+44.3% | $12,624-38.9% |