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 | $153,251 | $149,040+2.8% | $120,225+27.5% | $137,256+11.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.33% | 605.68%-588.3pp | 439.23%-421.9pp | 220.34%-203.0pp |
| Employer contribution / active EE | $12,603 | $4,350+189.7% | $3,475+262.6% | $4,156+203.3% |
| Participant deferral / active EE | $8,158 | $4,655+75.3% | $3,999+104.0% | $6,407+27.3% |
| Admin fee / account holder | $4,169 | $6,348-34.3% | $5,696-26.8% | $12,270-66.0% |