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 | $177,775 | $183,963-3.4% | $162,163+9.6% | $152,861+16.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 44.96% | 150.76%-105.8pp | 115.59%-70.6pp | 345.32%-300.4pp |
| Employer contribution / active EE | $5,826 | $6,371-8.5% | $5,614+3.8% | $4,762+22.3% |
| Participant deferral / active EE | $16,853 | $8,034+109.8% | $7,298+130.9% | $5,850+188.1% |
| Admin fee / account holder | $23,186 | $13,121+76.7% | $10,843+113.8% | $11,596+99.9% |