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 | $144,926 | $107,334+35.0% | $92,893+56.0% | $152,861-5.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.74% | 145.58%-123.8pp | 109.41%-87.7pp | 345.32%-323.6pp |
| Employer contribution / active EE | $6,753 | $4,221+60.0% | $3,653+84.9% | $4,762+41.8% |
| Participant deferral / active EE | $6,950 | $4,845+43.4% | $4,236+64.1% | $5,850+18.8% |
| Admin fee / account holder | $628 | $7,079-91.1% | $5,794-89.2% | $11,596-94.6% |