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 | $151,587 | $109,817+38.0% | $98,442+54.0% | $167,490-9.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.89% | 1956.69%-1945.8pp | 1492.73%-1481.8pp | 478.56%-467.7pp |
| Employer contribution / active EE | $1,366 | $3,224-57.6% | $2,960-53.9% | $4,837-71.8% |
| Participant deferral / active EE | $10,369 | $4,673+121.9% | $4,276+142.5% | $6,341+63.5% |
| Admin fee / account holder | $1,833 | $6,753-72.9% | $5,949-69.2% | $12,309-85.1% |