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 | $153,652 | $226,064-32.0% | $182,532-15.8% | $152,861+0.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 20.92% | 192.51%-171.6pp | 148.54%-127.6pp | 345.32%-324.4pp |
| Employer contribution / active EE | $14,007 | $4,978+181.3% | $4,076+243.6% | $4,762+194.1% |
| Participant deferral / active EE | $8,333 | $6,368+30.9% | $5,524+50.8% | $5,850+42.4% |
| Admin fee / account holder | $1,131 | $10,703-89.4% | $8,592-86.8% | $11,596-90.2% |