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 | $145,782 | $109,327+33.3% | $89,391+63.1% | $158,922-8.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 12.82% | 345.68%-332.9pp | 245.62%-232.8pp | 302.83%-290.0pp |
| Employer contribution / active EE | $4,677 | $3,170+47.6% | $2,586+80.9% | $4,761-1.8% |
| Participant deferral / active EE | $8,483 | $4,598+84.5% | $3,890+118.1% | $5,982+41.8% |
| Admin fee / account holder | $1,156 | $6,153-81.2% | $4,881-76.3% | $11,246-89.7% |