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 | $164,325 | $159,901+2.8% | $146,958+11.8% | $145,922+12.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.79% | 98.13%-85.3pp | 418.34%-405.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $5,214 | $5,286-1.4% | $4,933+5.7% | $4,660+11.9% |
| Participant deferral / active EE | $8,115 | $8,428-3.7% | $8,070+0.6% | $6,688+21.3% |
| Admin fee / account holder | $187,770 | $15,044+1148.2% | $12,998+1344.6% | $13,397+1301.6% |