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 | $181,098 | $176,662+2.5% | $130,648+38.6% | $152,861+18.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 19.21% | 2692.24%-2673.0pp | 1708.96%-1689.8pp | 345.32%-326.1pp |
| Employer contribution / active EE | $2,195 | $5,742-61.8% | $4,092-46.4% | $4,762-53.9% |
| Participant deferral / active EE | $6,088 | $4,361+39.6% | $3,603+69.0% | $5,850+4.1% |
| Admin fee / account holder | $4,596 | $7,133-35.6% | $5,464-15.9% | $11,596-60.4% |