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 5-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 | $146,046 | $88,751+64.6% | $81,812+78.5% | $145,922+0.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.32% | 1025.40%-1008.1pp | 773.79%-756.5pp | 561.29%-544.0pp |
| Employer contribution / active EE | $2,930 | $3,083-5.0% | $2,912+0.6% | $4,660-37.1% |
| Participant deferral / active EE | $25,167 | $4,643+442.0% | $4,319+482.8% | $6,688+276.3% |
| Admin fee / account holder | $1,005 | $8,415-88.1% | $7,386-86.4% | $13,397-92.5% |