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 | $145,759 | $118,680+22.8% | $98,907+47.4% | $158,922-8.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 9.65% | 372.35%-362.7pp | 196.43%-186.8pp | 302.83%-293.2pp |
| Employer contribution / active EE | $2,200 | $3,333-34.0% | $2,689-18.2% | $4,761-53.8% |
| Participant deferral / active EE | $6,411 | $5,088+26.0% | $4,244+51.1% | $5,982+7.2% |
| Admin fee / account holder | $4,814 | $10,131-52.5% | $6,642-27.5% | $11,246-57.2% |