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 | $155,533 | $100,852+54.2% | $90,404+72.0% | $158,922-2.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.65% | 1724.20%-1710.6pp | 1293.02%-1279.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $2,258 | $3,689-38.8% | $3,262-30.8% | $4,761-52.6% |
| Participant deferral / active EE | $7,998 | $4,348+84.0% | $3,963+101.8% | $5,982+33.7% |
| Admin fee / account holder | $12,919 | $6,501+98.7% | $5,611+130.3% | $11,246+14.9% |