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 | $168,496 | $175,202-3.8% | $149,673+12.6% | $139,434+20.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.12% | 166.71%-145.6pp | 134.42%-113.3pp | 372.94%-351.8pp |
| Employer contribution / active EE | $2,737 | $5,474-50.0% | $4,818-43.2% | $4,751-42.4% |
| Participant deferral / active EE | $7,071 | $6,519+8.5% | $5,680+24.5% | $6,710+5.4% |
| Admin fee / account holder | $487 | $16,150-97.0% | $13,210-96.3% | $11,403-95.7% |