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 | $145,784 | $102,966+41.6% | $90,281+61.5% | $152,861-4.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 16.60% | 95.16%-78.6pp | 78.10%-61.5pp | 345.32%-328.7pp |
| Employer contribution / active EE | $3,464 | $3,139+10.4% | $2,854+21.3% | $4,762-27.3% |
| Participant deferral / active EE | $6,420 | $4,281+50.0% | $3,885+65.2% | $5,850+9.7% |
| Admin fee / account holder | $30,782 | $6,171+398.8% | $5,351+475.2% | $11,596+165.4% |