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 | $153,882 | $107,334+43.4% | $92,893+65.7% | $152,861+0.7% |
| Participation rate | 95.0% | 79.8%+15.2pp | 76.0%+19.0pp | 82.4%+12.6pp |
| Annual return | 20.93% | 145.58%-124.7pp | 109.41%-88.5pp | 345.32%-324.4pp |
| Employer contribution / active EE | $15,979 | $4,221+278.5% | $3,653+337.4% | $4,762+235.5% |
| Participant deferral / active EE | $4,600 | $4,845-5.1% | $4,236+8.6% | $5,850-21.4% |
| Admin fee / account holder | $890 | $7,079-87.4% | $5,794-84.6% | $11,596-92.3% |