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 | $153,010 | $209,832-27.1% | $189,513-19.3% | $167,490-8.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.06% | 748.27%-730.2pp | 555.15%-537.1pp | 478.56%-460.5pp |
| Employer contribution / active EE | $9,355 | $6,914+35.3% | $6,162+51.8% | $4,837+93.4% |
| Participant deferral / active EE | $21,613 | $8,935+141.9% | $8,221+162.9% | $6,341+240.8% |
| Admin fee / account holder | $1,717 | $14,293-88.0% | $12,045-85.7% | $12,309-86.0% |