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 | $177,491 | $176,662+0.5% | $130,648+35.9% | $152,861+16.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 19.14% | 2692.24%-2673.1pp | 1708.96%-1689.8pp | 345.32%-326.2pp |
| Employer contribution / active EE | $9,832 | $5,742+71.2% | $4,092+140.3% | $4,762+106.5% |
| Participant deferral / active EE | $4,571 | $4,361+4.8% | $3,603+26.9% | $5,850-21.9% |
| Admin fee / account holder | $757 | $7,133-89.4% | $5,464-86.1% | $11,596-93.5% |