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 | $125,753 | $109,817+14.5% | $98,442+27.7% | $167,490-24.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 21.50% | 1956.69%-1935.2pp | 1492.73%-1471.2pp | 478.56%-457.1pp |
| Employer contribution / active EE | $4,278 | $3,224+32.7% | $2,960+44.5% | $4,837-11.6% |
| Participant deferral / active EE | $11,170 | $4,673+139.0% | $4,276+161.2% | $6,341+76.2% |
| Admin fee / account holder | $2,454 | $6,753-63.7% | $5,949-58.8% | $12,309-80.1% |