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 | $144,362 | $126,574+14.1% | $106,213+35.9% | $145,922-1.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.91% | 224.79%-210.9pp | 116.14%-102.2pp | 561.29%-547.4pp |
| Employer contribution / active EE | $3,285 | $3,730-11.9% | $3,171+3.6% | $4,660-29.5% |
| Participant deferral / active EE | $11,799 | $5,724+106.1% | $5,016+135.2% | $6,688+76.4% |
| Admin fee / account holder | $11,737 | $17,304-32.2% | $11,033+6.4% | $13,397-12.4% |