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 | $139,193 | $74,888+85.9% | $71,209+95.5% | $142,382-2.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.72% | 345.14%-331.4pp | 282.51%-268.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $4,976 | $2,854+74.3% | $2,721+82.9% | $4,299+15.7% |
| Participant deferral / active EE | $5,330 | $4,454+19.7% | $4,175+27.7% | $6,507-18.1% |
| Admin fee / account holder | $6,578 | $5,568+18.1% | $5,349+23.0% | $12,624-47.9% |