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 | $169,235 | $150,187+12.7% | $120,354+40.6% | $145,922+16.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.28% | 154.07%-143.8pp | 107.15%-96.9pp | 561.29%-551.0pp |
| Employer contribution / active EE | $7,336 | $4,348+68.7% | $3,463+111.9% | $4,660+57.4% |
| Participant deferral / active EE | $8,200 | $6,173+32.8% | $4,991+64.3% | $6,688+22.6% |
| Admin fee / account holder | $7,772 | $12,207-36.3% | $9,423-17.5% | $13,397-42.0% |