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 | $151,167 | $102,317+47.7% | $146,958+2.9% | $80,856+87.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.74% | 134.76%-118.0pp | 418.34%-401.6pp | 35.59%-18.9pp |
| Employer contribution / active EE | $5,808 | $3,713+56.4% | $4,933+17.7% | $2,755+110.8% |
| Participant deferral / active EE | $8,626 | $6,644+29.8% | $8,070+6.9% | $4,296+100.8% |
| Admin fee / account holder | $1,193 | $7,941-85.0% | $12,998-90.8% | $6,918-82.8% |