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 | $144,666 | $152,587-5.2% | $125,175+15.6% | $152,861-5.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.22% | 54.84%-36.6pp | 43.79%-25.6pp | 345.32%-327.1pp |
| Employer contribution / active EE | $6,117 | $4,946+23.7% | $3,865+58.2% | $4,762+28.4% |
| Participant deferral / active EE | $15,555 | $5,868+165.1% | $4,937+215.1% | $5,850+165.9% |
| Admin fee / account holder | $1,199 | $13,434-91.1% | $9,702-87.6% | $11,596-89.7% |