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 | $139,481 | $74,888+86.3% | $71,209+95.9% | $142,382-2.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.74% | 345.14%-330.4pp | 282.51%-267.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $5,726 | $2,854+100.6% | $2,721+110.4% | $4,299+33.2% |
| Participant deferral / active EE | $5,075 | $4,454+13.9% | $4,175+21.6% | $6,507-22.0% |
| Admin fee / account holder | $167,611 | $5,568+2910.1% | $5,349+3033.6% | $12,624+1227.7% |