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 | $183,660 | $159,901+14.9% | $146,958+25.0% | $145,922+25.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.33% | 98.13%-81.8pp | 418.34%-402.0pp | 561.29%-545.0pp |
| Employer contribution / active EE | $10,494 | $5,286+98.5% | $4,933+112.7% | $4,660+125.2% |
| Participant deferral / active EE | $4,813 | $8,428-42.9% | $8,070-40.4% | $6,688-28.0% |
| Admin fee / account holder | $1,918 | $15,044-87.2% | $12,998-85.2% | $13,397-85.7% |