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 | $147,627 | $100,852+46.4% | $90,404+63.3% | $158,922-7.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.03% | 1724.20%-1708.2pp | 1293.02%-1277.0pp | 302.83%-286.8pp |
| Employer contribution / active EE | $6,560 | $3,689+77.8% | $3,262+101.1% | $4,761+37.8% |
| Participant deferral / active EE | $4,226 | $4,348-2.8% | $3,963+6.6% | $5,982-29.4% |
| Admin fee / account holder | $8,299 | $6,501+27.7% | $5,611+47.9% | $11,246-26.2% |