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 | $142,419 | $109,817+29.7% | $98,442+44.7% | $167,490-15.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.72% | 1956.69%-1945.0pp | 1492.73%-1481.0pp | 478.56%-466.8pp |
| Employer contribution / active EE | $5,422 | $3,224+68.2% | $2,960+83.2% | $4,837+12.1% |
| Participant deferral / active EE | $4,621 | $4,673-1.1% | $4,276+8.1% | $6,341-27.1% |
| Admin fee / account holder | $1,391 | $6,753-79.4% | $5,949-76.6% | $12,309-88.7% |