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 | $121,838 | $102,616+18.7% | $81,983+48.6% | $158,922-23.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 75.45% | 61.04%+14.4pp | 41.31%+34.1pp | 302.83%-227.4pp |
| Employer contribution / active EE | $4,018 | $3,240+24.0% | $2,498+60.8% | $4,761-15.6% |
| Participant deferral / active EE | $9,327 | $4,648+100.7% | $3,722+150.6% | $5,982+55.9% |
| Admin fee / account holder | $919 | $8,235-88.8% | $5,664-83.8% | $11,246-91.8% |