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 | $154,760 | $175,202-11.7% | $149,673+3.4% | $139,434+11.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.15% | 166.71%-148.6pp | 134.42%-116.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $7,585 | $5,474+38.6% | $4,818+57.4% | $4,751+59.7% |
| Participant deferral / active EE | $5,570 | $6,519-14.6% | $5,680-1.9% | $6,710-17.0% |
| Admin fee / account holder | $678 | $16,150-95.8% | $13,210-94.9% | $11,403-94.1% |