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 | $155,283 | $175,202-11.4% | $149,673+3.7% | $139,434+11.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.34% | 166.71%-150.4pp | 134.42%-118.1pp | 372.94%-356.6pp |
| Employer contribution / active EE | $11,433 | $5,474+108.9% | $4,818+137.3% | $4,751+140.7% |
| Participant deferral / active EE | $9,823 | $6,519+50.7% | $5,680+72.9% | $6,710+46.4% |
| Admin fee / account holder | $5,526 | $16,150-65.8% | $13,210-58.2% | $11,403-51.5% |