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 3-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 | $101,991 | $99,877+2.1% | $84,966+20.0% | $145,922-30.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 177.74% | 83.76%+94.0pp | 66.38%+111.4pp | 561.29%-383.5pp |
| Employer contribution / active EE | $2,703 | $3,231-16.4% | $2,727-0.9% | $4,660-42.0% |
| Participant deferral / active EE | $21,865 | $5,291+313.3% | $4,519+383.8% | $6,688+226.9% |
| Admin fee / account holder | $523 | $7,248-92.8% | $6,149-91.5% | $13,397-96.1% |