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 | $159,180 | $109,817+45.0% | $98,442+61.7% | $167,490-5.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.37% | 1956.69%-1940.3pp | 1492.73%-1476.4pp | 478.56%-462.2pp |
| Employer contribution / active EE | $1,179 | $3,224-63.4% | $2,960-60.2% | $4,837-75.6% |
| Participant deferral / active EE | $6,961 | $4,673+49.0% | $4,276+62.8% | $6,341+9.8% |
| Admin fee / account holder | $992 | $6,753-85.3% | $5,949-83.3% | $12,309-91.9% |