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 | $168,018 | $183,963-8.7% | $162,163+3.6% | $152,861+9.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.12% | 150.76%-122.6pp | 115.59%-87.5pp | 345.32%-317.2pp |
| Employer contribution / active EE | $2,836 | $6,371-55.5% | $5,614-49.5% | $4,762-40.4% |
| Participant deferral / active EE | $6,658 | $8,034-17.1% | $7,298-8.8% | $5,850+13.8% |
| Admin fee / account holder | $9,594 | $13,121-26.9% | $10,843-11.5% | $11,596-17.3% |