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 | $135,517 | $97,757+38.6% | $83,848+61.6% | $135,375+0.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 13.39% | 1287.37%-1274.0pp | 850.88%-837.5pp | 519.73%-506.3pp |
| Employer contribution / active EE | $3,408 | $4,222-19.3% | $3,631-6.1% | $4,779-28.7% |
| Participant deferral / active EE | $5,762 | $4,682+23.1% | $4,082+41.2% | $5,609+2.7% |
| Admin fee / account holder | $781 | $6,674-88.3% | $5,478-85.7% | $10,827-92.8% |