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 | $117,683 | $74,888+57.1% | $71,209+65.3% | $142,382-17.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.39% | 345.14%-331.8pp | 282.51%-269.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $12,871 | $2,854+350.9% | $2,721+373.0% | $4,299+199.4% |
| Participant deferral / active EE | $13,714 | $4,454+207.9% | $4,175+228.5% | $6,507+110.7% |
| Admin fee / account holder | $42,301 | $5,568+659.7% | $5,349+690.8% | $12,624+235.1% |