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 | $150,507 | $198,466-24.2% | $170,442-11.7% | $147,584+2.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.67% | 257.29%-239.6pp | 205.93%-188.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $10,980 | $6,184+77.6% | $5,433+102.1% | $4,876+125.2% |
| Participant deferral / active EE | $6,069 | $5,629+7.8% | $4,939+22.9% | $5,439+11.6% |
| Admin fee / account holder | $4,492 | $16,852-73.3% | $13,880-67.6% | $10,885-58.7% |