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 | $135,552 | $74,888+81.0% | $71,209+90.4% | $142,382-4.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.10% | 345.14%-330.0pp | 282.51%-267.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $8,931 | $2,854+212.9% | $2,721+228.2% | $4,299+107.7% |
| Participant deferral / active EE | $8,850 | $4,454+98.7% | $4,175+112.0% | $6,507+36.0% |
| Admin fee / account holder | $6,473 | $5,568+16.2% | $5,349+21.0% | $12,624-48.7% |