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 | $147,560 | $112,096+31.6% | $95,952+53.8% | $158,922-7.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 71.76% | 171.09%-99.3pp | 91.61%-19.9pp | 302.83%-231.1pp |
| Employer contribution / active EE | $2,667 | $3,198-16.6% | $2,541+4.9% | $4,761-44.0% |
| Participant deferral / active EE | $6,773 | $4,784+41.6% | $4,167+62.5% | $5,982+13.2% |
| Admin fee / account holder | $1,799 | $10,130-82.2% | $6,795-73.5% | $11,246-84.0% |