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 | $173,321 | $226,064-23.3% | $182,532-5.0% | $152,861+13.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 17.01% | 192.51%-175.5pp | 148.54%-131.5pp | 345.32%-328.3pp |
| Employer contribution / active EE | $3,867 | $4,978-22.3% | $4,076-5.1% | $4,762-18.8% |
| Participant deferral / active EE | $14,035 | $6,368+120.4% | $5,524+154.1% | $5,850+139.9% |
| Admin fee / account holder | $39,989 | $10,703+273.6% | $8,592+365.4% | $11,596+244.8% |