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 | $129,511 | $74,888+72.9% | $71,209+81.9% | $142,382-9.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.75% | 345.14%-331.4pp | 282.51%-268.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $5,551 | $2,854+94.5% | $2,721+104.0% | $4,299+29.1% |
| Participant deferral / active EE | $7,572 | $4,454+70.0% | $4,175+81.4% | $6,507+16.4% |
| Admin fee / account holder | $9,458 | $5,568+69.9% | $5,349+76.8% | $12,624-25.1% |