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 | $211,113 | $105,126+100.8% | $94,646+123.1% | $139,434+51.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.72% | 38.03%-19.3pp | 156.71%-138.0pp | 372.94%-354.2pp |
| Employer contribution / active EE | $8,664 | $4,106+111.0% | $3,672+135.9% | $4,751+82.4% |
| Participant deferral / active EE | $7,900 | $7,599+4.0% | $7,418+6.5% | $6,710+17.7% |
| Admin fee / account holder | $1,425 | $8,984-84.1% | $7,231-80.3% | $11,403-87.5% |