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 7-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 | $125,432 | $90,348+38.8% | $75,972+65.1% | $145,922-14.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 54.98% | 620.88%-565.9pp | 359.55%-304.6pp | 561.29%-506.3pp |
| Employer contribution / active EE | $2,668 | $3,311-19.4% | $2,685-0.6% | $4,660-42.7% |
| Participant deferral / active EE | $13,784 | $5,162+167.0% | $4,255+223.9% | $6,688+106.1% |
| Admin fee / account holder | $5,043 | $8,467-40.4% | $6,467-22.0% | $13,397-62.4% |