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 | $150,368 | $183,519-18.1% | $155,509-3.3% | $145,922+3.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.29% | 61.17%-42.9pp | 64.67%-46.4pp | 561.29%-543.0pp |
| Employer contribution / active EE | $7,890 | $5,313+48.5% | $4,672+68.9% | $4,660+69.3% |
| Participant deferral / active EE | $4,168 | $6,462-35.5% | $5,626-25.9% | $6,688-37.7% |
| Admin fee / account holder | $4,774 | $19,313-75.3% | $15,912-70.0% | $13,397-64.4% |