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 | $154,649 | $157,256-1.7% | $141,162+9.6% | $152,861+1.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.83% | 64.32%-46.5pp | 71.39%-53.6pp | 345.32%-327.5pp |
| Employer contribution / active EE | $9,532 | $5,261+81.2% | $4,735+101.3% | $4,762+100.1% |
| Participant deferral / active EE | $12,763 | $7,109+79.5% | $6,709+90.2% | $5,850+118.2% |
| Admin fee / account holder | $14,819 | $12,120+22.3% | $10,261+44.4% | $11,596+27.8% |