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 | $176,707 | $175,202+0.9% | $149,673+18.1% | $139,434+26.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.27% | 166.71%-146.4pp | 134.42%-114.1pp | 372.94%-352.7pp |
| Employer contribution / active EE | $10,914 | $5,474+99.4% | $4,818+126.5% | $4,751+129.7% |
| Participant deferral / active EE | $6,492 | $6,519-0.4% | $5,680+14.3% | $6,710-3.3% |
| Admin fee / account holder | $856 | $16,150-94.7% | $13,210-93.5% | $11,403-92.5% |