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 | $160,804 | $226,064-28.9% | $182,532-11.9% | $152,861+5.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 22.93% | 192.51%-169.6pp | 148.54%-125.6pp | 345.32%-322.4pp |
| Employer contribution / active EE | $5,208 | $4,978+4.6% | $4,076+27.8% | $4,762+9.4% |
| Participant deferral / active EE | $10,053 | $6,368+57.9% | $5,524+82.0% | $5,850+71.8% |
| Admin fee / account holder | $662 | $10,703-93.8% | $8,592-92.3% | $11,596-94.3% |