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 | $163,064 | $109,817+48.5% | $98,442+65.6% | $167,490-2.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 20.98% | 1956.69%-1935.7pp | 1492.73%-1471.7pp | 478.56%-457.6pp |
| Employer contribution / active EE | $4,782 | $3,224+48.3% | $2,960+61.6% | $4,837-1.2% |
| Participant deferral / active EE | $8,767 | $4,673+87.6% | $4,276+105.0% | $6,341+38.3% |
| Admin fee / account holder | $14,536 | $6,753+115.3% | $5,949+144.3% | $12,309+18.1% |