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 | $166,582 | $110,809+50.3% | $86,874+91.8% | $167,490-0.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 26.73% | 116.98%-90.2pp | 63.52%-36.8pp | 478.56%-451.8pp |
| Employer contribution / active EE | $4,855 | $3,244+49.7% | $2,495+94.6% | $4,837+0.4% |
| Participant deferral / active EE | $6,939 | $4,546+52.6% | $3,699+87.6% | $6,341+9.4% |
| Admin fee / account holder | $2,773 | $8,415-67.0% | $5,828-52.4% | $12,309-77.5% |