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 | $121,833 | $74,888+62.7% | $71,209+71.1% | $142,382-14.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.93% | 345.14%-328.2pp | 282.51%-265.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $5,007 | $2,854+75.4% | $2,721+84.0% | $4,299+16.5% |
| Participant deferral / active EE | $8,252 | $4,454+85.3% | $4,175+97.7% | $6,507+26.8% |
| Admin fee / account holder | $21,671 | $5,568+289.2% | $5,349+305.2% | $12,624+71.7% |