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 7-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 | $133,416 | $74,888+78.2% | $71,209+87.4% | $142,382-6.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.64% | 345.14%-328.5pp | 282.51%-265.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $6,286 | $2,854+120.2% | $2,721+131.0% | $4,299+46.2% |
| Participant deferral / active EE | $7,560 | $4,454+69.7% | $4,175+81.1% | $6,507+16.2% |
| Admin fee / account holder | $136,057 | $5,568+2343.4% | $5,349+2443.7% | $12,624+977.8% |