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 | $100,161 | $83,337+20.2% | $67,834+47.7% | $273,961-63.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 2.96% | 259.45%-256.5pp | 138.47%-135.5pp | 41.45%-38.5pp |
| Employer contribution / active EE | $7,939 | $3,287+141.5% | $2,403+230.3% | $4,869+63.1% |
| Participant deferral / active EE | $7,747 | $4,088+89.5% | $3,160+145.2% | $5,287+46.5% |
| Admin fee / account holder | $18,431 | $6,752+173.0% | $4,622+298.7% | $10,132+81.9% |