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 | $164,169 | $133,922+22.6% | $116,228+41.2% | $142,382+15.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.04% | 147.76%-130.7pp | 90.06%-73.0pp | 217.08%-200.0pp |
| Employer contribution / active EE | $6,658 | $3,446+93.2% | $2,994+122.3% | $4,299+54.9% |
| Participant deferral / active EE | $7,777 | $5,672+37.1% | $4,953+57.0% | $6,507+19.5% |
| Admin fee / account holder | $391 | $14,945-97.4% | $11,989-96.7% | $12,624-96.9% |