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 | $146,631 | $102,966+42.4% | $90,281+62.4% | $152,861-4.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.64% | 95.16%-71.5pp | 78.10%-54.5pp | 345.32%-321.7pp |
| Employer contribution / active EE | $5,985 | $3,139+90.7% | $2,854+109.7% | $4,762+25.7% |
| Participant deferral / active EE | $7,963 | $4,281+86.0% | $3,885+105.0% | $5,850+36.1% |
| Admin fee / account holder | $1,197 | $6,171-80.6% | $5,351-77.6% | $11,596-89.7% |