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 | $161,808 | $102,966+57.1% | $90,281+79.2% | $152,861+5.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 16.32% | 95.16%-78.8pp | 78.10%-61.8pp | 345.32%-329.0pp |
| Employer contribution / active EE | $3,807 | $3,139+21.3% | $2,854+33.4% | $4,762-20.1% |
| Participant deferral / active EE | $11,123 | $4,281+159.8% | $3,885+186.3% | $5,850+90.1% |
| Admin fee / account holder | $2,922 | $6,171-52.7% | $5,351-45.4% | $11,596-74.8% |