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 | $159,975 | $109,817+45.7% | $98,442+62.5% | $167,490-4.5% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 13.47% | 1956.69%-1943.2pp | 1492.73%-1479.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $3,205 | $3,224-0.6% | $2,960+8.3% | $4,837-33.8% |
| Participant deferral / active EE | $6,393 | $4,673+36.8% | $4,276+49.5% | $6,341+0.8% |
| Admin fee / account holder | $617,974 | $6,753+9051.6% | $5,949+10287.5% | $12,309+4920.5% |