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 4-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 | $164,053 | $175,202-6.4% | $149,673+9.6% | $139,434+17.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.11% | 166.71%-143.6pp | 134.42%-111.3pp | 372.94%-349.8pp |
| Employer contribution / active EE | $6,458 | $5,474+18.0% | $4,818+34.0% | $4,751+35.9% |
| Participant deferral / active EE | $8,805 | $6,519+35.1% | $5,680+55.0% | $6,710+31.2% |
| Admin fee / account holder | $1,321 | $16,150-91.8% | $13,210-90.0% | $11,403-88.4% |