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 | $84,311 | $72,071+17.0% | $68,368+23.3% | $137,256-38.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.10% | 353.14%-333.0pp | 292.57%-272.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $5,409 | $2,788+94.0% | $2,649+104.2% | $4,156+30.1% |
| Participant deferral / active EE | $9,548 | $4,410+116.5% | $4,123+131.6% | $6,407+49.0% |
| Admin fee / account holder | $920 | $5,336-82.7% | $5,150-82.1% | $12,270-92.5% |