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 | $78,094 | $74,888+4.3% | $71,209+9.7% | $142,382-45.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 27.35% | 345.14%-317.8pp | 282.51%-255.2pp | 217.08%-189.7pp |
| Employer contribution / active EE | $6,264 | $2,854+119.5% | $2,721+130.2% | $4,299+45.7% |
| Participant deferral / active EE | $7,621 | $4,454+71.1% | $4,175+82.5% | $6,507+17.1% |
| Admin fee / account holder | $763 | $5,568-86.3% | $5,349-85.7% | $12,624-94.0% |