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 | $141,059 | $109,817+28.4% | $98,442+43.3% | $167,490-15.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.18% | 1956.69%-1945.5pp | 1492.73%-1481.5pp | 478.56%-467.4pp |
| Employer contribution / active EE | $6,668 | $3,224+106.8% | $2,960+125.3% | $4,837+37.8% |
| Participant deferral / active EE | $4,980 | $4,673+6.6% | $4,276+16.5% | $6,341-21.5% |
| Admin fee / account holder | $5,995 | $6,753-11.2% | $5,949+0.8% | $12,309-51.3% |