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 5-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 | $149,913 | $183,519-18.3% | $155,509-3.6% | $145,922+2.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.11% | 61.17%-51.1pp | 64.67%-54.6pp | 561.29%-551.2pp |
| Employer contribution / active EE | $24,385 | $5,313+359.0% | $4,672+421.9% | $4,660+423.3% |
| Participant deferral / active EE | $13,690 | $6,462+111.8% | $5,626+143.3% | $6,688+104.7% |
| Admin fee / account holder | $1,833 | $19,313-90.5% | $15,912-88.5% | $13,397-86.3% |