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 | $157,699 | $158,398-0.4% | $126,539+24.6% | $142,382+10.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.24% | 593.76%-579.5pp | 425.95%-411.7pp | 217.08%-202.8pp |
| Employer contribution / active EE | $8,136 | $4,650+75.0% | $3,674+121.4% | $4,299+89.2% |
| Participant deferral / active EE | $15,912 | $4,767+233.8% | $4,083+289.8% | $6,507+144.5% |
| Admin fee / account holder | $1,299 | $6,918-81.2% | $6,065-78.6% | $12,624-89.7% |