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 | $166,093 | $159,901+3.9% | $146,958+13.0% | $145,922+13.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.50% | 98.13%-87.6pp | 418.34%-407.8pp | 561.29%-550.8pp |
| Employer contribution / active EE | $18,550 | $5,286+250.9% | $4,933+276.1% | $4,660+298.1% |
| Participant deferral / active EE | $22,895 | $8,428+171.6% | $8,070+183.7% | $6,688+242.3% |
| Admin fee / account holder | $1,507 | $15,044-90.0% | $12,998-88.4% | $13,397-88.8% |