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 | $153,247 | $102,966+48.8% | $90,281+69.7% | $152,861+0.3% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.4%+8.5pp |
| Annual return | 18.20% | 95.16%-77.0pp | 78.10%-59.9pp | 345.32%-327.1pp |
| Employer contribution / active EE | $8,301 | $3,139+164.5% | $2,854+190.8% | $4,762+74.3% |
| Participant deferral / active EE | $8,301 | $4,281+93.9% | $3,885+113.6% | $5,850+41.9% |
| Admin fee / account holder | $25,111 | $6,171+306.9% | $5,351+369.3% | $11,596+116.5% |