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 | $148,054 | $210,648-29.7% | $177,989-16.8% | $145,922+1.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.10% | 385.86%-364.8pp | 294.48%-273.4pp | 561.29%-540.2pp |
| Employer contribution / active EE | $3,015 | $4,565-33.9% | $3,949-23.6% | $4,660-35.3% |
| Participant deferral / active EE | $7,673 | $6,958+10.3% | $6,276+22.3% | $6,688+14.7% |
| Admin fee / account holder | $1,577 | $12,013-86.9% | $10,363-84.8% | $13,397-88.2% |