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 | $88,878 | $74,888+18.7% | $71,209+24.8% | $142,382-37.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.75% | 345.14%-329.4pp | 282.51%-266.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $9,316 | $2,854+226.4% | $2,721+242.4% | $4,299+116.7% |
| Participant deferral / active EE | $9,391 | $4,454+110.8% | $4,175+124.9% | $6,507+44.3% |
| Admin fee / account holder | $2,344 | $5,568-57.9% | $5,349-56.2% | $12,624-81.4% |