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 | $149,507 | $104,664+42.8% | $85,682+74.5% | $167,490-10.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 50.46% | 21.45%+29.0pp | 21.49%+29.0pp | 478.56%-428.1pp |
| Employer contribution / active EE | $18,327 | $3,337+449.2% | $2,618+599.9% | $4,837+278.9% |
| Participant deferral / active EE | $14,106 | $4,824+192.4% | $3,923+259.6% | $6,341+122.4% |
| Admin fee / account holder | $1,237 | $10,032-87.7% | $6,873-82.0% | $12,309-90.0% |