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 | $112,844 | $226,064-50.1% | $182,532-38.2% | $152,861-26.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 17.24% | 192.51%-175.3pp | 148.54%-131.3pp | 345.32%-328.1pp |
| Employer contribution / active EE | $14,013 | $4,978+181.5% | $4,076+243.8% | $4,762+194.2% |
| Participant deferral / active EE | $7,845 | $6,368+23.2% | $5,524+42.0% | $5,850+34.1% |
| Admin fee / account holder | $11,356 | $10,703+6.1% | $8,592+32.2% | $11,596-2.1% |