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 | $159,189 | $210,648-24.4% | $177,989-10.6% | $145,922+9.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.67% | 385.86%-373.2pp | 294.48%-281.8pp | 561.29%-548.6pp |
| Employer contribution / active EE | $18,286 | $4,565+300.6% | $3,949+363.1% | $4,660+292.4% |
| Participant deferral / active EE | $11,930 | $6,958+71.5% | $6,276+90.1% | $6,688+78.4% |
| Admin fee / account holder | $5,182 | $12,013-56.9% | $10,363-50.0% | $13,397-61.3% |