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 | $151,883 | $112,096+35.5% | $95,952+58.3% | $158,922-4.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.74% | 171.09%-156.4pp | 91.61%-76.9pp | 302.83%-288.1pp |
| Employer contribution / active EE | $2,438 | $3,198-23.8% | $2,541-4.1% | $4,761-48.8% |
| Participant deferral / active EE | $4,196 | $4,784-12.3% | $4,167+0.7% | $5,982-29.9% |
| Admin fee / account holder | $865 | $10,130-91.5% | $6,795-87.3% | $11,246-92.3% |