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 | $151,740 | $126,574+19.9% | $106,213+42.9% | $145,922+4.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.74% | 224.79%-215.0pp | 116.14%-106.4pp | 561.29%-551.5pp |
| Employer contribution / active EE | $4,586 | $3,730+22.9% | $3,171+44.6% | $4,660-1.6% |
| Participant deferral / active EE | $4,978 | $5,724-13.0% | $5,016-0.7% | $6,688-25.6% |
| Admin fee / account holder | $22,658 | $17,304+30.9% | $11,033+105.4% | $13,397+69.1% |