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 | $155,867 | $175,202-11.0% | $149,673+4.1% | $139,434+11.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.14% | 166.71%-152.6pp | 134.42%-120.3pp | 372.94%-358.8pp |
| Employer contribution / active EE | $7,457 | $5,474+36.2% | $4,818+54.8% | $4,751+57.0% |
| Participant deferral / active EE | $4,572 | $6,519-29.9% | $5,680-19.5% | $6,710-31.9% |
| Admin fee / account holder | $4,205 | $16,150-74.0% | $13,210-68.2% | $11,403-63.1% |