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 | $144,746 | $73,515+96.9% | $62,995+129.8% | $147,584-1.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 19.31% | 175.43%-156.1pp | 87.57%-68.3pp | 578.55%-559.2pp |
| Employer contribution / active EE | $1,765 | $3,320-46.9% | $2,759-36.0% | $4,876-63.8% |
| Participant deferral / active EE | $7,992 | $4,185+91.0% | $3,329+140.0% | $5,439+46.9% |
| Admin fee / account holder | $3,255 | $5,953-45.3% | $3,600-9.6% | $10,885-70.1% |