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 | $172,173 | $159,901+7.7% | $146,958+17.2% | $145,922+18.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.84% | 98.13%-78.3pp | 418.34%-398.5pp | 561.29%-541.4pp |
| Employer contribution / active EE | $4,936 | $5,286-6.6% | $4,933+0.1% | $4,660+5.9% |
| Participant deferral / active EE | $2,765 | $8,428-67.2% | $8,070-65.7% | $6,688-58.7% |
| Admin fee / account holder | $5,143 | $15,044-65.8% | $12,998-60.4% | $13,397-61.6% |