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 | $161,439 | $183,519-12.0% | $155,509+3.8% | $145,922+10.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.58% | 61.17%-46.6pp | 64.67%-50.1pp | 561.29%-546.7pp |
| Employer contribution / active EE | $14,939 | $5,313+181.2% | $4,672+219.7% | $4,660+220.6% |
| Participant deferral / active EE | $11,610 | $6,462+79.7% | $5,626+106.4% | $6,688+73.6% |
| Admin fee / account holder | $1,712 | $19,313-91.1% | $15,912-89.2% | $13,397-87.2% |