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 | $184,931 | $121,625+52.0% | $104,607+76.8% | $158,922+16.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 13.07% | 465.26%-452.2pp | 340.46%-327.4pp | 302.83%-289.8pp |
| Employer contribution / active EE | $8,018 | $3,163+153.5% | $2,681+199.1% | $4,761+68.4% |
| Participant deferral / active EE | $4,406 | $4,177+5.5% | $3,740+17.8% | $5,982-26.3% |
| Admin fee / account holder | $4,141 | $7,787-46.8% | $6,473-36.0% | $11,246-63.2% |