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 | $165,563 | $138,065+19.9% | $123,544+34.0% | $135,375+22.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 7.65% | 153.68%-146.0pp | 119.20%-111.5pp | 519.73%-512.1pp |
| Employer contribution / active EE | $2,652 | $5,151-48.5% | $4,628-42.7% | $4,779-44.5% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,402 | $10,916-23.0% | $9,284-9.5% | $10,827-22.4% |