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 | $168,836 | $176,056-4.1% | $159,436+5.9% | $167,490+0.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.90% | 331.75%-320.8pp | 263.57%-252.7pp | 478.56%-467.7pp |
| Employer contribution / active EE | $8,392 | $5,297+58.4% | $4,829+73.8% | $4,837+73.5% |
| Participant deferral / active EE | $14,001 | $7,750+80.7% | $7,352+90.4% | $6,341+120.8% |
| Admin fee / account holder | $6,057 | $12,554-51.7% | $10,799-43.9% | $12,309-50.8% |