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 | $133,299 | $121,625+9.6% | $104,607+27.4% | $158,922-16.1% |
| Participation rate | 80.0% | 77.5%+2.5pp | 74.1%+5.9pp | 82.0%-2.0pp |
| Annual return | 13.73% | 465.26%-451.5pp | 340.46%-326.7pp | 302.83%-289.1pp |
| Employer contribution / active EE | $7,653 | $3,163+142.0% | $2,681+185.5% | $4,761+60.7% |
| Participant deferral / active EE | $7,565 | $4,177+81.1% | $3,740+102.3% | $5,982+26.5% |
| Admin fee / account holder | $451 | $7,787-94.2% | $6,473-93.0% | $11,246-96.0% |