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 | $155,964 | $175,202-11.0% | $149,673+4.2% | $139,434+11.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.99% | 166.71%-151.7pp | 134.42%-119.4pp | 372.94%-357.9pp |
| Employer contribution / active EE | $7,863 | $5,474+43.6% | $4,818+63.2% | $4,751+65.5% |
| Participant deferral / active EE | $16,525 | $6,519+153.5% | $5,680+190.9% | $6,710+146.3% |
| Admin fee / account holder | $5,192 | $16,150-67.8% | $13,210-60.7% | $11,403-54.5% |