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 | $146,398 | $185,200-21.0% | $142,863+2.5% | $167,490-12.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 14.92% | 8555.70%-8540.8pp | 5637.54%-5622.6pp | 478.56%-463.6pp |
| Employer contribution / active EE | $3,081 | $5,604-45.0% | $4,144-25.7% | $4,837-36.3% |
| Participant deferral / active EE | $8,732 | $4,494+94.3% | $3,837+127.6% | $6,341+37.7% |
| Admin fee / account holder | $577 | $8,031-92.8% | $6,560-91.2% | $12,309-95.3% |