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 3-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 | $150,849 | $133,922+12.6% | $116,228+29.8% | $142,382+5.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 19.51% | 147.76%-128.3pp | 90.06%-70.6pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,434 | $3,446-58.4% | $2,994-52.1% | $4,299-66.6% |
| Participant deferral / active EE | $13,089 | $5,672+130.8% | $4,953+164.3% | $6,507+101.1% |
| Admin fee / account holder | $9,913 | $14,945-33.7% | $11,989-17.3% | $12,624-21.5% |