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 | $128,952 | $74,888+72.2% | $71,209+81.1% | $142,382-9.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.73% | 345.14%-326.4pp | 282.51%-263.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $6,701 | $2,854+134.8% | $2,721+146.3% | $4,299+55.9% |
| Participant deferral / active EE | $2,116 | $4,454-52.5% | $4,175-49.3% | $6,507-67.5% |
| Admin fee / account holder | $4,661 | $5,568-16.3% | $5,349-12.9% | $12,624-63.1% |