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 | $180,696 | $133,922+34.9% | $116,228+55.5% | $142,382+26.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.43% | 147.76%-132.3pp | 90.06%-74.6pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,834 | $3,446+11.3% | $2,994+28.0% | $4,299-10.8% |
| Participant deferral / active EE | $6,833 | $5,672+20.5% | $4,953+38.0% | $6,507+5.0% |
| Admin fee / account holder | $526 | $14,945-96.5% | $11,989-95.6% | $12,624-95.8% |