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 | $197,385 | $217,402-9.2% | $185,823+6.2% | $167,490+17.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.67% | 148.36%-134.7pp | 122.05%-108.4pp | 478.56%-464.9pp |
| Employer contribution / active EE | $7,359 | $5,873+25.3% | $5,167+42.4% | $4,837+52.1% |
| Participant deferral / active EE | $10,077 | $6,356+58.5% | $5,568+81.0% | $6,341+58.9% |
| Admin fee / account holder | $1,491 | $19,811-92.5% | $16,237-90.8% | $12,309-87.9% |