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 | $137,377 | $202,432-32.1% | $169,368-18.9% | $139,434-1.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.00% | 531.74%-516.7pp | 405.60%-390.6pp | 372.94%-357.9pp |
| Employer contribution / active EE | $8,368 | $4,692+78.3% | $4,013+108.5% | $4,751+76.1% |
| Participant deferral / active EE | $8,661 | $6,938+24.8% | $6,221+39.2% | $6,710+29.1% |
| Admin fee / account holder | $6,608 | $10,708-38.3% | $9,003-26.6% | $11,403-42.0% |