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 | $115,660 | $84,696+36.6% | $75,696+52.8% | $167,490-30.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 20.92% | 199.36%-178.4pp | 104.53%-83.6pp | 478.56%-457.6pp |
| Employer contribution / active EE | $7,057 | $3,230+118.5% | $2,743+157.3% | $4,837+45.9% |
| Participant deferral / active EE | $4,265 | $4,580-6.9% | $3,821+11.6% | $6,341-32.7% |
| Admin fee / account holder | $1,465 | $5,355-72.6% | $3,619-59.5% | $12,309-88.1% |