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 | $176,349 | $227,553-22.5% | $189,557-7.0% | $167,490+5.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.14% | 78.40%-64.3pp | 64.17%-50.0pp | 478.56%-464.4pp |
| Employer contribution / active EE | $26,008 | $5,316+389.2% | $4,412+489.4% | $4,837+437.6% |
| Participant deferral / active EE | $17,467 | $7,002+149.5% | $6,174+182.9% | $6,341+175.4% |
| Admin fee / account holder | $1,634 | $11,878-86.2% | $9,807-83.3% | $12,309-86.7% |