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 | $140,984 | $77,813+81.2% | $123,544+14.1% | $64,186+119.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 64.70% | 12.48%+52.2pp | 119.20%-54.5pp | 7.63%+57.1pp |
| Employer contribution / active EE | $13,100 | $3,014+334.7% | $4,628+183.1% | $2,381+450.2% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,256 | $5,519-41.0% | $9,284-64.9% | $4,888-33.4% |