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 | $147,144 | $100,852+45.9% | $90,404+62.8% | $158,922-7.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.64% | 1724.20%-1705.6pp | 1293.02%-1274.4pp | 302.83%-284.2pp |
| Employer contribution / active EE | $2,541 | $3,689-31.1% | $3,262-22.1% | $4,761-46.6% |
| Participant deferral / active EE | $14,665 | $4,348+237.3% | $3,963+270.0% | $5,982+145.1% |
| Admin fee / account holder | $1,308 | $6,501-79.9% | $5,611-76.7% | $11,246-88.4% |