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 | $137,921 | $81,208+69.8% | $98,907+39.4% | $79,858+72.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 13.44% | 60.99%-47.5pp | 196.43%-183.0pp | 31.71%-18.3pp |
| Employer contribution / active EE | $6,098 | $1,960+211.1% | $2,689+126.8% | $2,471+146.8% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,683 | $6,013-38.8% | $6,642-44.5% | $5,306-30.6% |