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 | $133,809 | $58,927+127.1% | $76,817+74.2% | $72,985+83.3% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 45.77% | 2305.64%-2259.9pp | 1166.11%-1120.3pp | 81.00%-35.2pp |
| Employer contribution / active EE | $3,031 | $1,787+69.6% | $2,302+31.7% | $2,440+24.2% |
| Participant deferral / active EE | $5,951 | $2,690+121.2% | $3,336+78.4% | $3,607+65.0% |
| Admin fee / account holder | $2,638 | $4,013-34.3% | $6,420-58.9% | $5,124-48.5% |