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 | $167,809 | $183,592-8.6% | $155,567+7.9% | $145,959+15.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.42% | 61.24%-50.8pp | 64.74%-54.3pp | 561.95%-551.5pp |
| Employer contribution / active EE | $11,796 | $5,315+121.9% | $4,674+152.4% | $4,661+153.1% |
| Participant deferral / active EE | $8,692 | $6,464+34.5% | $5,628+54.5% | $6,689+30.0% |
| Admin fee / account holder | $6,572 | $19,318-66.0% | $15,916-58.7% | $13,398-50.9% |