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 | $176,430 | $198,466-11.1% | $170,442+3.5% | $147,584+19.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.20% | 257.29%-238.1pp | 205.93%-186.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $4,578 | $6,184-26.0% | $5,433-15.7% | $4,876-6.1% |
| Participant deferral / active EE | $25,772 | $5,629+357.8% | $4,939+421.7% | $5,439+373.9% |
| Admin fee / account holder | $103,482 | $16,852+514.1% | $13,880+645.5% | $10,885+850.7% |