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 | $150,168 | $175,202-14.3% | $149,673+0.3% | $139,434+7.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.53% | 166.71%-150.2pp | 134.42%-117.9pp | 372.94%-356.4pp |
| Employer contribution / active EE | $10,981 | $5,474+100.6% | $4,818+127.9% | $4,751+131.1% |
| Participant deferral / active EE | $8,323 | $6,519+27.7% | $5,680+46.5% | $6,710+24.0% |
| Admin fee / account holder | $860 | $16,150-94.7% | $13,210-93.5% | $11,403-92.5% |