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 | $165,497 | $183,519-9.8% | $155,509+6.4% | $145,922+13.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.54% | 61.17%-44.6pp | 64.67%-48.1pp | 561.29%-544.7pp |
| Employer contribution / active EE | $11,616 | $5,313+118.6% | $4,672+148.6% | $4,660+149.3% |
| Participant deferral / active EE | $6,584 | $6,462+1.9% | $5,626+17.0% | $6,688-1.6% |
| Admin fee / account holder | $5,568 | $19,313-71.2% | $15,912-65.0% | $13,397-58.4% |