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 | $150,821 | $176,056-14.3% | $159,436-5.4% | $167,490-10.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.90% | 331.75%-320.9pp | 263.57%-252.7pp | 478.56%-467.7pp |
| Employer contribution / active EE | $15,689 | $5,297+196.2% | $4,829+224.9% | $4,837+224.3% |
| Participant deferral / active EE | $9,717 | $7,750+25.4% | $7,352+32.2% | $6,341+53.2% |
| Admin fee / account holder | $5,735 | $12,554-54.3% | $10,799-46.9% | $12,309-53.4% |