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 | $154,274 | $159,901-3.5% | $146,958+5.0% | $145,922+5.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.14% | 98.13%-71.0pp | 418.34%-391.2pp | 561.29%-534.1pp |
| Employer contribution / active EE | $3,271 | $5,286-38.1% | $4,933-33.7% | $4,660-29.8% |
| Participant deferral / active EE | $12,993 | $8,428+54.2% | $8,070+61.0% | $6,688+94.3% |
| Admin fee / account holder | $5,793 | $15,044-61.5% | $12,998-55.4% | $13,397-56.8% |