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 | $146,746 | $198,466-26.1% | $170,442-13.9% | $147,584-0.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.46% | 257.29%-240.8pp | 205.93%-189.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $7,947 | $6,184+28.5% | $5,433+46.3% | $4,876+63.0% |
| Participant deferral / active EE | $6,983 | $5,629+24.0% | $4,939+41.4% | $5,439+28.4% |
| Admin fee / account holder | $119,802 | $16,852+610.9% | $13,880+763.1% | $10,885+1000.6% |