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 | $175,826 | $175,202+0.4% | $149,673+17.5% | $139,434+26.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.01% | 166.71%-146.7pp | 134.42%-114.4pp | 372.94%-352.9pp |
| Employer contribution / active EE | $9,717 | $5,474+77.5% | $4,818+101.7% | $4,751+104.5% |
| Participant deferral / active EE | $7,464 | $6,519+14.5% | $5,680+31.4% | $6,710+11.2% |
| Admin fee / account holder | $1,536 | $16,150-90.5% | $13,210-88.4% | $11,403-86.5% |