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 | $150,376 | $176,056-14.6% | $159,436-5.7% | $167,490-10.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.39% | 331.75%-316.4pp | 263.57%-248.2pp | 478.56%-463.2pp |
| Employer contribution / active EE | $7,777 | $5,297+46.8% | $4,829+61.0% | $4,837+60.8% |
| Participant deferral / active EE | $6,911 | $7,750-10.8% | $7,352-6.0% | $6,341+9.0% |
| Admin fee / account holder | $1,047 | $12,554-91.7% | $10,799-90.3% | $12,309-91.5% |