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 | $158,276 | $159,901-1.0% | $146,958+7.7% | $145,922+8.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.04% | 98.13%-84.1pp | 418.34%-404.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $8,088 | $5,286+53.0% | $4,933+64.0% | $4,660+73.6% |
| Participant deferral / active EE | $13,316 | $8,428+58.0% | $8,070+65.0% | $6,688+99.1% |
| Admin fee / account holder | $81,010 | $15,044+438.5% | $12,998+523.2% | $13,397+504.7% |