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 | $74,888+12.6% | $71,209+18.4% | $142,382-40.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.10% | 345.14%-325.0pp | 282.51%-262.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $5,409 | $2,854+89.5% | $2,721+98.8% | $4,299+25.8% |
| Participant deferral / active EE | $9,548 | $4,454+114.4% | $4,175+128.7% | $6,507+46.7% |
| Admin fee / account holder | $920 | $5,568-83.5% | $5,349-82.8% | $12,624-92.7% |