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 | $174,375 | $137,414+26.9% | $189,513-8.0% | $85,850+103.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 14.39% | 38.14%-23.8pp | 555.15%-540.8pp | 318.53%-304.1pp |
| Employer contribution / active EE | $4,820 | $4,344+10.9% | $6,162-21.8% | $2,565+87.9% |
| Participant deferral / active EE | $8,646 | $6,260+38.1% | $8,221+5.2% | $3,952+118.8% |
| Admin fee / account holder | $10,540 | $8,630+22.1% | $12,045-12.5% | $6,260+68.4% |