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 | $149,501 | $83,902+78.2% | $167,512-10.8% | $84,808+76.3% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 14.91% | 91.55%-76.6pp | 1615.79%-1600.9pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,479 | $2,264+53.7% | $3,882-10.4% | $2,631+32.2% |
| Participant deferral / active EE | $8,585 | $4,442+93.2% | $6,405+34.0% | $4,212+103.8% |
| Admin fee / account holder | $15,240 | $7,915+92.5% | $9,769+56.0% | $7,344+107.5% |