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 | $152,724 | $159,901-4.5% | $146,958+3.9% | $145,922+4.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.27% | 98.13%-84.9pp | 418.34%-405.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $4,489 | $5,286-15.1% | $4,933-9.0% | $4,660-3.7% |
| Participant deferral / active EE | $12,999 | $8,428+54.2% | $8,070+61.1% | $6,688+94.4% |
| Admin fee / account holder | $18,194 | $15,044+20.9% | $12,998+40.0% | $13,397+35.8% |