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 | $149,101 | $100,852+47.8% | $90,404+64.9% | $158,922-6.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 13.61% | 1724.20%-1710.6pp | 1293.02%-1279.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,935 | $3,689-47.5% | $3,262-40.7% | $4,761-59.4% |
| Participant deferral / active EE | $2,718 | $4,348-37.5% | $3,963-31.4% | $5,982-54.6% |
| Admin fee / account holder | $7,250 | $6,501+11.5% | $5,611+29.2% | $11,246-35.5% |