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 | $151,097 | $183,963-17.9% | $162,163-6.8% | $152,861-1.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.20% | 150.76%-122.6pp | 115.59%-87.4pp | 345.32%-317.1pp |
| Employer contribution / active EE | $15,259 | $6,371+139.5% | $5,614+171.8% | $4,762+220.4% |
| Participant deferral / active EE | $11,279 | $8,034+40.4% | $7,298+54.5% | $5,850+92.8% |
| Admin fee / account holder | $15,065 | $13,121+14.8% | $10,843+38.9% | $11,596+29.9% |