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 | $147,611 | $98,240+50.3% | $82,313+79.3% | $147,5840% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.29% | 30.85%-12.6pp | 25.88%-7.6pp | 578.55%-560.3pp |
| Employer contribution / active EE | $2,850 | $3,192-10.7% | $2,428+17.4% | $4,876-41.5% |
| Participant deferral / active EE | $6,977 | $4,383+59.2% | $3,706+88.3% | $5,439+28.3% |
| Admin fee / account holder | $713 | $8,563-91.7% | $5,608-87.3% | $10,885-93.5% |