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 | $137,339 | $104,664+31.2% | $85,682+60.3% | $167,490-18.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 16.34% | 21.45%-5.1pp | 21.49%-5.2pp | 478.56%-462.2pp |
| Employer contribution / active EE | $7,945 | $3,337+138.1% | $2,618+203.4% | $4,837+64.2% |
| Participant deferral / active EE | $6,025 | $4,824+24.9% | $3,923+53.6% | $6,341-5.0% |
| Admin fee / account holder | $6,735 | $10,032-32.9% | $6,873-2.0% | $12,309-45.3% |