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 | $97,290 | $74,888+29.9% | $71,209+36.6% | $142,382-31.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.04% | 345.14%-332.1pp | 282.51%-269.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $5,205 | $2,854+82.3% | $2,721+91.3% | $4,299+21.1% |
| Participant deferral / active EE | $3,033 | $4,454-31.9% | $4,175-27.4% | $6,507-53.4% |
| Admin fee / account holder | $7,539 | $5,568+35.4% | $5,349+40.9% | $12,624-40.3% |