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 | $164,061 | $203,436-19.4% | $152,466+7.6% | $167,490-2.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 16.63% | 13.80%+2.8pp | 757.33%-740.7pp | 478.56%-461.9pp |
| Employer contribution / active EE | $15,196 | $5,220+191.1% | $4,327+251.2% | $4,837+214.1% |
| Participant deferral / active EE | $15,035 | $6,716+123.9% | $5,820+158.3% | $6,341+137.1% |
| Admin fee / account holder | $216,276 | $22,506+861.0% | $15,805+1268.4% | $12,309+1657.1% |