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 | $158,783 | $183,963-13.7% | $162,163-2.1% | $152,861+3.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 29.35% | 150.76%-121.4pp | 115.59%-86.2pp | 345.32%-316.0pp |
| Employer contribution / active EE | $8,299 | $6,371+30.3% | $5,614+47.8% | $4,762+74.3% |
| Participant deferral / active EE | $8,333 | $8,034+3.7% | $7,298+14.2% | $5,850+42.4% |
| Admin fee / account holder | $3,569 | $13,121-72.8% | $10,843-67.1% | $11,596-69.2% |