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 | $183,159 | $198,466-7.7% | $170,442+7.5% | $147,584+24.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.74% | 257.29%-239.6pp | 205.93%-188.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $19,747 | $6,184+219.3% | $5,433+263.5% | $4,876+305.0% |
| Participant deferral / active EE | $6,576 | $5,629+16.8% | $4,939+33.1% | $5,439+20.9% |
| Admin fee / account holder | $1,765 | $16,852-89.5% | $13,880-87.3% | $10,885-83.8% |