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 | $108,747 | $99,652+9.1% | $78,778+38.0% | $147,584-26.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 21.34% | 47.28%-25.9pp | 35.62%-14.3pp | 578.55%-557.2pp |
| Employer contribution / active EE | $11,781 | $2,796+321.4% | $1,986+493.3% | $4,876+141.6% |
| Participant deferral / active EE | $5,731 | $3,664+56.4% | $2,958+93.7% | $5,439+5.4% |
| Admin fee / account holder | $2,827 | $7,155-60.5% | $5,134-44.9% | $10,885-74.0% |