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 | $154,546 | $159,901-3.3% | $146,958+5.2% | $145,922+5.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.14% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,656 | $5,286-49.8% | $4,933-46.2% | $4,660-43.0% |
| Participant deferral / active EE | $8,526 | $8,428+1.2% | $8,070+5.7% | $6,688+27.5% |
| Admin fee / account holder | $38,046 | $15,044+152.9% | $12,998+192.7% | $13,397+184.0% |