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 | $174,588 | $138,065+26.5% | $123,544+41.3% | $135,375+29.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.96% | 153.68%-151.7pp | 119.20%-117.2pp | 519.73%-517.8pp |
| Employer contribution / active EE | $8,543 | $5,151+65.8% | $4,628+84.6% | $4,779+78.8% |
| Participant deferral / active EE | $9,992 | $6,799+47.0% | $6,426+55.5% | $5,609+78.2% |
| Admin fee / account holder | $5,016 | $10,916-54.0% | $9,284-46.0% | $10,827-53.7% |