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 | $153,189 | $99,652+53.7% | $78,778+94.5% | $147,584+3.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 11.00% | 47.28%-36.3pp | 35.62%-24.6pp | 578.55%-567.5pp |
| Employer contribution / active EE | $6,948 | $2,796+148.5% | $1,986+249.9% | $4,876+42.5% |
| Participant deferral / active EE | $4,767 | $3,664+30.1% | $2,958+61.1% | $5,439-12.3% |
| Admin fee / account holder | $476 | $7,155-93.3% | $5,134-90.7% | $10,885-95.6% |