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 | $151,882 | $183,963-17.4% | $162,163-6.3% | $152,861-0.6% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.6%+2.4pp | 82.4%+7.6pp |
| Annual return | 25.98% | 150.76%-124.8pp | 115.59%-89.6pp | 345.32%-319.3pp |
| Employer contribution / active EE | $8,214 | $6,371+28.9% | $5,614+46.3% | $4,762+72.5% |
| Participant deferral / active EE | $12,686 | $8,034+57.9% | $7,298+73.8% | $5,850+116.9% |
| Admin fee / account holder | $1,785 | $13,121-86.4% | $10,843-83.5% | $11,596-84.6% |