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 | $146,095 | $96,635+51.2% | $86,612+68.7% | $139,434+4.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 24.98% | 106.41%-81.4pp | 591.07%-566.1pp | 372.94%-348.0pp |
| Employer contribution / active EE | $4,285 | $3,263+31.3% | $3,022+41.8% | $4,751-9.8% |
| Participant deferral / active EE | $9,476 | $4,836+95.9% | $4,438+113.5% | $6,710+41.2% |
| Admin fee / account holder | $1,005 | $6,408-84.3% | $5,614-82.1% | $11,403-91.2% |