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 | $140,386 | $74,888+87.5% | $71,209+97.1% | $142,382-1.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.43% | 345.14%-328.7pp | 282.51%-266.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $6,530 | $2,854+128.8% | $2,721+140.0% | $4,299+51.9% |
| Participant deferral / active EE | $7,739 | $4,454+73.7% | $4,175+85.4% | $6,507+18.9% |
| Admin fee / account holder | $17,967 | $5,568+222.7% | $5,349+235.9% | $12,624+42.3% |