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 | $155,640 | $159,901-2.7% | $146,958+5.9% | $145,922+6.7% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 17.20% | 98.13%-80.9pp | 418.34%-401.1pp | 561.29%-544.1pp |
| Employer contribution / active EE | $5,209 | $5,286-1.5% | $4,933+5.6% | $4,660+11.8% |
| Participant deferral / active EE | $11,522 | $8,428+36.7% | $8,070+42.8% | $6,688+72.3% |
| Admin fee / account holder | $3,472 | $15,044-76.9% | $12,998-73.3% | $13,397-74.1% |