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 | $168,617 | $198,466-15.0% | $170,442-1.1% | $147,584+14.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.65% | 257.29%-237.6pp | 205.93%-186.3pp | 578.55%-558.9pp |
| Employer contribution / active EE | $14,491 | $6,184+134.3% | $5,433+166.7% | $4,876+197.2% |
| Participant deferral / active EE | $6,750 | $5,629+19.9% | $4,939+36.7% | $5,439+24.1% |
| Admin fee / account holder | $23,667 | $16,852+40.4% | $13,880+70.5% | $10,885+117.4% |