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 | $157,643 | $232,540-32.2% | $185,117-14.8% | $147,584+6.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 10.37% | 43.03%-32.7pp | 40.50%-30.1pp | 578.55%-568.2pp |
| Employer contribution / active EE | $7,602 | $5,195+46.3% | $4,182+81.8% | $4,876+55.9% |
| Participant deferral / active EE | $7,551 | $5,834+29.4% | $5,045+49.7% | $5,439+38.8% |
| Admin fee / account holder | $797 | $10,275-92.2% | $8,159-90.2% | $10,885-92.7% |