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 | $148,330 | $109,817+35.1% | $98,442+50.7% | $167,490-11.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 19.66% | 1956.69%-1937.0pp | 1492.73%-1473.1pp | 478.56%-458.9pp |
| Employer contribution / active EE | $7,069 | $3,224+119.3% | $2,960+138.8% | $4,837+46.1% |
| Participant deferral / active EE | $11,714 | $4,673+150.7% | $4,276+173.9% | $6,341+84.7% |
| Admin fee / account holder | $3,085 | $6,753-54.3% | $5,949-48.1% | $12,309-74.9% |