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 | $157,171 | $109,817+43.1% | $98,442+59.7% | $167,490-6.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.65% | 1956.69%-1940.0pp | 1492.73%-1476.1pp | 478.56%-461.9pp |
| Employer contribution / active EE | $7,446 | $3,224+131.0% | $2,960+151.6% | $4,837+53.9% |
| Participant deferral / active EE | $5,067 | $4,673+8.4% | $4,276+18.5% | $6,341-20.1% |
| Admin fee / account holder | $1,526 | $6,753-77.4% | $5,949-74.4% | $12,309-87.6% |