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 | $152,205 | $152,587-0.3% | $125,175+21.6% | $152,861-0.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.64% | 54.84%-36.2pp | 43.79%-25.1pp | 345.32%-326.7pp |
| Employer contribution / active EE | $9,462 | $4,946+91.3% | $3,865+144.8% | $4,762+98.7% |
| Participant deferral / active EE | $9,861 | $5,868+68.0% | $4,937+99.7% | $5,850+68.6% |
| Admin fee / account holder | $43,796 | $13,434+226.0% | $9,702+351.4% | $11,596+277.7% |