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 | $108,734 | $96,484+12.7% | $75,886+43.3% | $152,861-28.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 25.12% | 33.98%-8.9pp | 30.76%-5.6pp | 345.32%-320.2pp |
| Employer contribution / active EE | $9,958 | $3,309+200.9% | $2,500+298.3% | $4,762+109.1% |
| Participant deferral / active EE | $5,778 | $4,553+26.9% | $3,603+60.4% | $5,850-1.2% |
| Admin fee / account holder | $1,015 | $8,078-87.4% | $5,418-81.3% | $11,596-91.2% |