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 | $141,088 | $99,020+42.5% | $86,590+62.9% | $147,584-4.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.87% | 1312.34%-1295.5pp | 964.84%-948.0pp | 578.55%-561.7pp |
| Employer contribution / active EE | $2,490 | $3,132-20.5% | $2,839-12.3% | $4,876-48.9% |
| Participant deferral / active EE | $5,744 | $3,972+44.6% | $3,609+59.2% | $5,439+5.6% |
| Admin fee / account holder | $3,945 | $5,710-30.9% | $4,906-19.6% | $10,885-63.8% |