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 | $175,923 | $74,888+134.9% | $71,209+147.1% | $142,382+23.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.96% | 345.14%-329.2pp | 282.51%-266.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,685 | $2,854+64.1% | $2,721+72.2% | $4,299+9.0% |
| Participant deferral / active EE | $6,583 | $4,454+47.8% | $4,175+57.7% | $6,507+1.2% |
| Admin fee / account holder | $1,027 | $5,568-81.6% | $5,349-80.8% | $12,624-91.9% |