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 | $149,112 | $102,966+44.8% | $90,281+65.2% | $152,861-2.5% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.4%+6.4pp |
| Annual return | 21.16% | 95.16%-74.0pp | 78.10%-56.9pp | 345.32%-324.2pp |
| Employer contribution / active EE | $6,359 | $3,139+102.6% | $2,854+122.8% | $4,762+33.5% |
| Participant deferral / active EE | $19,162 | $4,281+347.6% | $3,885+393.2% | $5,850+227.6% |
| Admin fee / account holder | $40,768 | $6,171+560.7% | $5,351+661.8% | $11,596+251.6% |