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 | $145,420 | $102,317+42.1% | $146,958-1.0% | $80,856+79.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.01% | 134.76%-120.7pp | 418.34%-404.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,133 | $3,713-42.6% | $4,933-56.8% | $2,755-22.6% |
| Participant deferral / active EE | $6,031 | $6,644-9.2% | $8,070-25.3% | $4,296+40.4% |
| Admin fee / account holder | $3,217 | $7,941-59.5% | $12,998-75.2% | $6,918-53.5% |