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 | $150,249 | $85,766+75.2% | $136,294+10.2% | $70,131+114.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.23% | 31.45%-12.2pp | 5155.94%-5136.7pp | 73.14%-53.9pp |
| Employer contribution / active EE | $2,139 | $2,966-27.9% | $4,695-54.4% | $2,342-8.7% |
| Participant deferral / active EE | $4,759 | $5,051-5.8% | $6,247-23.8% | $3,332+42.8% |
| Admin fee / account holder | $3,053 | $5,420-43.7% | $9,243-67.0% | $4,645-34.3% |