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 | $82,353 | $165,912-50.4% | $122,332-32.7% | $147,584-44.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 16.42% | 34.55%-18.1pp | 30.27%-13.9pp | 578.55%-562.1pp |
| Employer contribution / active EE | $15,800 | $5,754+174.6% | $4,050+290.1% | $4,876+224.0% |
| Participant deferral / active EE | $6,376 | $4,005+59.2% | $3,287+94.0% | $5,439+17.2% |
| Admin fee / account holder | $7,957 | $7,424+7.2% | $5,478+45.3% | $10,885-26.9% |