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 4-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 | $151,091 | $202,432-25.4% | $169,368-10.8% | $139,434+8.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.10% | 531.74%-511.6pp | 405.60%-385.5pp | 372.94%-352.8pp |
| Employer contribution / active EE | $1,181 | $4,692-74.8% | $4,013-70.6% | $4,751-75.2% |
| Participant deferral / active EE | $11,253 | $6,938+62.2% | $6,221+80.9% | $6,710+67.7% |
| Admin fee / account holder | $1,932 | $10,708-82.0% | $9,003-78.5% | $11,403-83.1% |