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 | $154,620 | $175,202-11.7% | $149,673+3.3% | $139,434+10.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.74% | 166.71%-151.0pp | 134.42%-118.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $7,975 | $5,474+45.7% | $4,818+65.5% | $4,751+67.9% |
| Participant deferral / active EE | $5,467 | $6,519-16.1% | $5,680-3.7% | $6,710-18.5% |
| Admin fee / account holder | $870 | $16,150-94.6% | $13,210-93.4% | $11,403-92.4% |