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 | $148,529 | $176,662-15.9% | $130,648+13.7% | $152,861-2.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 20.80% | 2692.24%-2671.4pp | 1708.96%-1688.2pp | 345.32%-324.5pp |
| Employer contribution / active EE | $2,943 | $5,742-48.7% | $4,092-28.1% | $4,762-38.2% |
| Participant deferral / active EE | $5,360 | $4,361+22.9% | $3,603+48.8% | $5,850-8.4% |
| Admin fee / account holder | $38,785 | $7,133+443.8% | $5,464+609.8% | $11,596+234.5% |