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 | $147,670 | $165,335-10.7% | $149,696-1.4% | $158,922-7.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.44% | 348.15%-330.7pp | 276.60%-259.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $16,556 | $5,103+224.5% | $4,644+256.5% | $4,761+247.7% |
| Participant deferral / active EE | $7,624 | $7,181+6.2% | $6,842+11.4% | $5,982+27.4% |
| Admin fee / account holder | $10,806 | $10,8070% | $9,309+16.1% | $11,246-3.9% |