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 | $146,184 | $99,020+47.6% | $86,590+68.8% | $147,584-0.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.72% | 1312.34%-1300.6pp | 964.84%-953.1pp | 578.55%-566.8pp |
| Employer contribution / active EE | $1,958 | $3,132-37.5% | $2,839-31.0% | $4,876-59.8% |
| Participant deferral / active EE | $7,867 | $3,972+98.1% | $3,609+118.0% | $5,439+44.7% |
| Admin fee / account holder | $779 | $5,710-86.4% | $4,906-84.1% | $10,885-92.8% |