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 | $162,678 | $109,982+47.9% | $97,226+67.3% | $145,922+11.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.33% | 242.90%-233.6pp | 75.13%-65.8pp | 561.29%-552.0pp |
| Employer contribution / active EE | $2,659 | $3,084-13.8% | $2,729-2.6% | $4,660-42.9% |
| Participant deferral / active EE | $7,648 | $4,676+63.6% | $4,264+79.4% | $6,688+14.4% |
| Admin fee / account holder | $41,338 | $6,221+564.5% | $5,654+631.2% | $13,397+208.6% |