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 | $150,634 | $107,334+40.3% | $92,893+62.2% | $152,861-1.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 15.37% | 145.58%-130.2pp | 109.41%-94.0pp | 345.32%-329.9pp |
| Employer contribution / active EE | $3,200 | $4,221-24.2% | $3,653-12.4% | $4,762-32.8% |
| Participant deferral / active EE | $13,688 | $4,845+182.5% | $4,236+223.1% | $5,850+134.0% |
| Admin fee / account holder | $499 | $7,079-93.0% | $5,794-91.4% | $11,596-95.7% |