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 | $158,929 | $159,901-0.6% | $146,958+8.1% | $145,922+8.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.14% | 98.13%-68.0pp | 418.34%-388.2pp | 561.29%-531.2pp |
| Employer contribution / active EE | $4,629 | $5,286-12.4% | $4,933-6.2% | $4,660-0.7% |
| Participant deferral / active EE | $12,200 | $8,428+44.8% | $8,070+51.2% | $6,688+82.4% |
| Admin fee / account holder | $1,459 | $15,044-90.3% | $12,998-88.8% | $13,397-89.1% |