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 | $159,035 | $198,466-19.9% | $170,442-6.7% | $147,584+7.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.97% | 257.29%-243.3pp | 205.93%-192.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $9,597 | $6,184+55.2% | $5,433+76.7% | $4,876+96.8% |
| Participant deferral / active EE | $7,011 | $5,629+24.5% | $4,939+41.9% | $5,439+28.9% |
| Admin fee / account holder | $11,860 | $16,852-29.6% | $13,880-14.6% | $10,885+9.0% |