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 | $133,843 | $74,888+78.7% | $71,209+88.0% | $142,382-6.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.25% | 345.14%-329.9pp | 282.51%-267.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $5,941 | $2,854+108.1% | $2,721+118.3% | $4,299+38.2% |
| Participant deferral / active EE | $7,543 | $4,454+69.3% | $4,175+80.7% | $6,507+15.9% |
| Admin fee / account holder | $671 | $5,568-87.9% | $5,349-87.5% | $12,624-94.7% |