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 | $154,383 | $165,335-6.6% | $149,696+3.1% | $158,922-2.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.66% | 348.15%-324.5pp | 276.60%-252.9pp | 302.83%-279.2pp |
| Employer contribution / active EE | $13,748 | $5,103+169.4% | $4,644+196.0% | $4,761+188.8% |
| Participant deferral / active EE | $15,769 | $7,181+119.6% | $6,842+130.5% | $5,982+163.6% |
| Admin fee / account holder | $11,361 | $10,807+5.1% | $9,309+22.0% | $11,246+1.0% |