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 | $154,357 | $117,841+31.0% | $102,423+50.7% | $145,922+5.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.95% | 31.65%-21.7pp | 29.32%-19.4pp | 561.29%-551.3pp |
| Employer contribution / active EE | $6,250 | $3,615+72.9% | $3,023+106.7% | $4,660+34.1% |
| Participant deferral / active EE | $7,698 | $5,731+34.3% | $5,053+52.3% | $6,688+15.1% |
| Admin fee / account holder | $75,562 | $13,326+467.0% | $9,451+699.5% | $13,397+464.0% |