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 | $153,127 | $138,065+10.9% | $123,544+23.9% | $135,375+13.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 6.11% | 153.68%-147.6pp | 119.20%-113.1pp | 519.73%-513.6pp |
| Employer contribution / active EE | $6,667 | $5,151+29.4% | $4,628+44.1% | $4,779+39.5% |
| Participant deferral / active EE | $16,500 | $6,799+142.7% | $6,426+156.8% | $5,609+194.2% |
| Admin fee / account holder | $1,617 | $10,916-85.2% | $9,284-82.6% | $10,827-85.1% |