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 | $167,858 | $160,055+4.9% | $140,016+19.9% | $135,375+24.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 4.26% | 911.38%-907.1pp | 651.12%-646.9pp | 519.73%-515.5pp |
| Employer contribution / active EE | $12,675 | $6,420+97.4% | $5,606+126.1% | $4,779+165.2% |
| Participant deferral / active EE | $8,722 | $7,642+14.1% | $6,927+25.9% | $5,609+55.5% |
| Admin fee / account holder | $2,233 | $13,328-83.2% | $10,705-79.1% | $10,827-79.4% |