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 | $138,580 | $109,982+26.0% | $97,226+42.5% | $145,922-5.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.78% | 242.90%-232.1pp | 75.13%-64.4pp | 561.29%-550.5pp |
| Employer contribution / active EE | $4,480 | $3,084+45.3% | $2,729+64.2% | $4,660-3.9% |
| Participant deferral / active EE | $6,028 | $4,676+28.9% | $4,264+41.4% | $6,688-9.9% |
| Admin fee / account holder | $1,573 | $6,221-74.7% | $5,654-72.2% | $13,397-88.3% |