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 | $159,234 | $165,984-4.1% | $164,813-3.4% | $145,922+9.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.86% | 100.03%-81.2pp | 69.93%-51.1pp | 561.29%-542.4pp |
| Employer contribution / active EE | $14,504 | $5,273+175.1% | $4,341+234.1% | $4,660+211.3% |
| Participant deferral / active EE | $14,216 | $6,959+104.3% | $6,031+135.7% | $6,688+112.6% |
| Admin fee / account holder | $23,975 | $16,648+44.0% | $12,690+88.9% | $13,397+79.0% |