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 | $142,017 | $118,680+19.7% | $98,907+43.6% | $158,922-10.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 14.75% | 372.35%-357.6pp | 196.43%-181.7pp | 302.83%-288.1pp |
| Employer contribution / active EE | $3,363 | $3,333+0.9% | $2,689+25.1% | $4,761-29.4% |
| Participant deferral / active EE | $11,314 | $5,088+122.4% | $4,244+166.6% | $5,982+89.1% |
| Admin fee / account holder | $35,027 | $10,131+245.7% | $6,642+427.4% | $11,246+211.5% |