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 | $151,380 | $226,064-33.0% | $182,532-17.1% | $152,861-1.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 18.08% | 192.51%-174.4pp | 148.54%-130.5pp | 345.32%-327.2pp |
| Employer contribution / active EE | $6,807 | $4,978+36.7% | $4,076+67.0% | $4,762+42.9% |
| Participant deferral / active EE | $24,000 | $6,368+276.9% | $5,524+334.4% | $5,850+310.2% |
| Admin fee / account holder | $839 | $10,703-92.2% | $8,592-90.2% | $11,596-92.8% |