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 | $138,905 | $133,922+3.7% | $116,228+19.5% | $142,382-2.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.11% | 147.76%-130.7pp | 90.06%-72.9pp | 217.08%-200.0pp |
| Employer contribution / active EE | $11,845 | $3,446+243.8% | $2,994+295.6% | $4,299+175.5% |
| Participant deferral / active EE | $7,986 | $5,672+40.8% | $4,953+61.2% | $6,507+22.7% |
| Admin fee / account holder | $4,346 | $14,945-70.9% | $11,989-63.8% | $12,624-65.6% |