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 | $150,889 | $96,635+56.1% | $86,612+74.2% | $139,434+8.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.93% | 106.41%-90.5pp | 591.07%-575.1pp | 372.94%-357.0pp |
| Employer contribution / active EE | $11,464 | $3,263+251.3% | $3,022+279.3% | $4,751+141.3% |
| Participant deferral / active EE | $8,413 | $4,836+74.0% | $4,438+89.6% | $6,710+25.4% |
| Admin fee / account holder | $1,191 | $6,408-81.4% | $5,614-78.8% | $11,403-89.6% |