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 | $163,161 | $159,901+2.0% | $146,958+11.0% | $145,922+11.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.63% | 98.13%-86.5pp | 418.34%-406.7pp | 561.29%-549.7pp |
| Employer contribution / active EE | $13,477 | $5,286+155.0% | $4,933+173.2% | $4,660+189.2% |
| Participant deferral / active EE | $33,024 | $8,428+291.8% | $8,070+309.2% | $6,688+393.8% |
| Admin fee / account holder | $1,881 | $15,044-87.5% | $12,998-85.5% | $13,397-86.0% |