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 | $169,426 | $91,190+85.8% | $178,490-5.1% | $79,858+112.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 56.17% | 24.19%+32.0pp | 151.07%-94.9pp | 31.71%+24.5pp |
| Employer contribution / active EE | $3,214 | $3,256-1.3% | $5,011-35.9% | $2,471+30.1% |
| Participant deferral / active EE | $5,813 | $3,236+79.6% | $5,202+11.8% | $3,740+55.4% |
| Admin fee / account holder | $5,542 | $6,751-17.9% | $13,984-60.4% | $5,306+4.4% |