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 | $181,210 | $226,064-19.8% | $182,532-0.7% | $152,861+18.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 21.92% | 192.51%-170.6pp | 148.54%-126.6pp | 345.32%-323.4pp |
| Employer contribution / active EE | $14,689 | $4,978+195.0% | $4,076+260.4% | $4,762+208.4% |
| Participant deferral / active EE | $11,998 | $6,368+88.4% | $5,524+117.2% | $5,850+105.1% |
| Admin fee / account holder | $3,374 | $10,703-68.5% | $8,592-60.7% | $11,596-70.9% |