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 | $122,491 | $74,888+63.6% | $71,209+72.0% | $142,382-14.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.40% | 345.14%-329.7pp | 282.51%-267.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $6,681 | $2,854+134.1% | $2,721+145.6% | $4,299+55.4% |
| Participant deferral / active EE | $8,053 | $4,454+80.8% | $4,175+92.9% | $6,507+23.7% |
| Admin fee / account holder | $2,435 | $5,568-56.3% | $5,349-54.5% | $12,624-80.7% |