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 | $143,087 | $109,817+30.3% | $98,442+45.4% | $167,490-14.6% |
| Participation rate | 90.0% | 75.8%+14.2pp | 73.3%+16.7pp | 82.1%+7.9pp |
| Annual return | 12.72% | 1956.69%-1944.0pp | 1492.73%-1480.0pp | 478.56%-465.8pp |
| Employer contribution / active EE | $2,862 | $3,224-11.2% | $2,960-3.3% | $4,837-40.8% |
| Participant deferral / active EE | $6,924 | $4,673+48.2% | $4,276+61.9% | $6,341+9.2% |
| Admin fee / account holder | $4,675 | $6,753-30.8% | $5,949-21.4% | $12,309-62.0% |