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 | $165,154 | $183,519-10.0% | $155,509+6.2% | $145,922+13.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.03% | 61.17%-37.1pp | 64.67%-40.6pp | 561.29%-537.3pp |
| Employer contribution / active EE | $7,836 | $5,313+47.5% | $4,672+67.7% | $4,660+68.2% |
| Participant deferral / active EE | $3,424 | $6,462-47.0% | $5,626-39.1% | $6,688-48.8% |
| Admin fee / account holder | $25,696 | $19,313+33.1% | $15,912+61.5% | $13,397+91.8% |