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 | $150,938 | $104,486+44.5% | $76,817+96.5% | $152,861-1.3% |
| Participation rate | 78.6% | 76.6%+2.0pp | 72.1%+6.5pp | 82.4%-3.9pp |
| Annual return | 20.55% | 1013.37%-992.8pp | 1166.11%-1145.6pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,913 | $3,116-38.6% | $2,302-16.9% | $4,762-59.8% |
| Participant deferral / active EE | $4,783 | $4,236+12.9% | $3,336+43.4% | $5,850-18.3% |
| Admin fee / account holder | $84,947 | $12,275+592.0% | $6,420+1223.2% | $11,596+632.5% |