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 | $160,309 | $165,335-3.0% | $149,696+7.1% | $158,922+0.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.64% | 348.15%-338.5pp | 276.60%-267.0pp | 302.83%-293.2pp |
| Employer contribution / active EE | $5,833 | $5,103+14.3% | $4,644+25.6% | $4,761+22.5% |
| Participant deferral / active EE | $5,217 | $7,181-27.4% | $6,842-23.8% | $5,982-12.8% |
| Admin fee / account holder | $1,800 | $10,807-83.3% | $9,309-80.7% | $11,246-84.0% |