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 | $145,593 | $107,334+35.6% | $92,893+56.7% | $152,861-4.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 13.96% | 145.58%-131.6pp | 109.41%-95.4pp | 345.32%-331.4pp |
| Employer contribution / active EE | $17,993 | $4,221+326.3% | $3,653+392.6% | $4,762+277.8% |
| Participant deferral / active EE | $14,089 | $4,845+190.8% | $4,236+232.6% | $5,850+140.8% |
| Admin fee / account holder | $9,061 | $7,079+28.0% | $5,794+56.4% | $11,596-21.9% |