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 | $165,027 | $124,185+32.9% | $108,410+52.2% | $167,490-1.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.72% | 1379.64%-1364.9pp | 905.27%-890.6pp | 478.56%-463.8pp |
| Employer contribution / active EE | $962 | $4,187-77.0% | $3,558-73.0% | $4,837-80.1% |
| Participant deferral / active EE | $9,790 | $6,908+41.7% | $6,563+49.2% | $6,341+54.4% |
| Admin fee / account holder | $1,934 | $9,455-79.5% | $7,295-73.5% | $12,309-84.3% |