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 | $173,502 | $175,202-1.0% | $149,673+15.9% | $139,434+24.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.91% | 166.71%-151.8pp | 134.42%-119.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $8,264 | $5,474+51.0% | $4,818+71.5% | $4,751+74.0% |
| Participant deferral / active EE | $5,128 | $6,519-21.3% | $5,680-9.7% | $6,710-23.6% |
| Admin fee / account holder | $572 | $16,150-96.5% | $13,210-95.7% | $11,403-95.0% |