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 | $177,768 | $159,901+11.2% | $146,958+21.0% | $145,922+21.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.12% | 98.13%-85.0pp | 418.34%-405.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $5,050 | $5,286-4.5% | $4,933+2.4% | $4,660+8.4% |
| Participant deferral / active EE | $12,258 | $8,428+45.4% | $8,070+51.9% | $6,688+83.3% |
| Admin fee / account holder | $3,043 | $15,044-79.8% | $12,998-76.6% | $13,397-77.3% |