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 | $147,358 | $88,751+66.0% | $81,812+80.1% | $145,922+1.0% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.3%+9.5pp | 80.3%+1.5pp |
| Annual return | 14.39% | 1025.40%-1011.0pp | 773.79%-759.4pp | 561.29%-546.9pp |
| Employer contribution / active EE | $3,209 | $3,083+4.1% | $2,912+10.2% | $4,660-31.1% |
| Participant deferral / active EE | $7,948 | $4,643+71.2% | $4,319+84.0% | $6,688+18.8% |
| Admin fee / account holder | $24,147 | $8,415+186.9% | $7,386+226.9% | $13,397+80.2% |