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 | $157,662 | $149,040+5.8% | $120,225+31.1% | $137,256+14.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 20.68% | 605.68%-585.0pp | 439.23%-418.6pp | 220.34%-199.7pp |
| Employer contribution / active EE | $21,815 | $4,350+401.5% | $3,475+527.7% | $4,156+424.9% |
| Participant deferral / active EE | $13,024 | $4,655+179.8% | $3,999+225.7% | $6,407+103.3% |
| Admin fee / account holder | $7,353 | $6,348+15.8% | $5,696+29.1% | $12,270-40.1% |