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 | $157,288 | $148,534+5.9% | $135,903+15.7% | $139,434+12.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.35% | 79.19%-63.8pp | 68.23%-52.9pp | 372.94%-357.6pp |
| Employer contribution / active EE | $8,946 | $5,243+70.6% | $4,856+84.2% | $4,751+88.3% |
| Participant deferral / active EE | $5,000 | $8,100-38.3% | $7,758-35.5% | $6,710-25.5% |
| Admin fee / account holder | $555 | $12,400-95.5% | $10,762-94.8% | $11,403-95.1% |