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 | $177,353 | $183,519-3.4% | $155,509+14.0% | $145,922+21.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.45% | 61.17%-51.7pp | 64.67%-55.2pp | 561.29%-551.8pp |
| Employer contribution / active EE | $8,762 | $5,313+64.9% | $4,672+87.5% | $4,660+88.0% |
| Participant deferral / active EE | $11,997 | $6,462+85.6% | $5,626+113.2% | $6,688+79.4% |
| Admin fee / account holder | $1,461 | $19,313-92.4% | $15,912-90.8% | $13,397-89.1% |