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 | $190,174 | $183,963+3.4% | $162,163+17.3% | $152,861+24.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.14% | 150.76%-131.6pp | 115.59%-96.5pp | 345.32%-326.2pp |
| Employer contribution / active EE | $7,474 | $6,371+17.3% | $5,614+33.1% | $4,762+56.9% |
| Participant deferral / active EE | $9,404 | $8,034+17.1% | $7,298+28.9% | $5,850+60.7% |
| Admin fee / account holder | $530 | $13,121-96.0% | $10,843-95.1% | $11,596-95.4% |