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 | $152,111 | $165,335-8.0% | $149,696+1.6% | $158,922-4.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.18% | 348.15%-336.0pp | 276.60%-264.4pp | 302.83%-290.6pp |
| Employer contribution / active EE | $4,236 | $5,103-17.0% | $4,644-8.8% | $4,761-11.0% |
| Participant deferral / active EE | $7,813 | $7,181+8.8% | $6,842+14.2% | $5,982+30.6% |
| Admin fee / account holder | $1,127 | $10,807-89.6% | $9,309-87.9% | $11,246-90.0% |