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 | $139,957 | $109,817+27.4% | $98,442+42.2% | $167,490-16.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.68% | 1956.69%-1946.0pp | 1492.73%-1482.0pp | 478.56%-467.9pp |
| Employer contribution / active EE | $4,095 | $3,224+27.0% | $2,960+38.3% | $4,837-15.4% |
| Participant deferral / active EE | $5,978 | $4,673+27.9% | $4,276+39.8% | $6,341-5.7% |
| Admin fee / account holder | $10,732 | $6,753+58.9% | $5,949+80.4% | $12,309-12.8% |