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 | $151,806 | $102,966+47.4% | $90,281+68.1% | $152,861-0.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 17.17% | 95.16%-78.0pp | 78.10%-60.9pp | 345.32%-328.2pp |
| Employer contribution / active EE | $4,465 | $3,139+42.2% | $2,854+56.4% | $4,762-6.2% |
| Participant deferral / active EE | $9,383 | $4,281+119.1% | $3,885+141.5% | $5,850+60.4% |
| Admin fee / account holder | $51,275 | $6,171+730.9% | $5,351+858.2% | $11,596+342.2% |