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 | $150,860 | $159,901-5.7% | $146,958+2.7% | $145,922+3.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.80% | 98.13%-81.3pp | 418.34%-401.5pp | 561.29%-544.5pp |
| Employer contribution / active EE | $4,091 | $5,286-22.6% | $4,933-17.1% | $4,660-12.2% |
| Participant deferral / active EE | $16,450 | $8,428+95.2% | $8,070+103.8% | $6,688+146.0% |
| Admin fee / account holder | $152,143 | $15,044+911.3% | $12,998+1070.5% | $13,397+1035.7% |