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 | $170,782 | $183,592-7.0% | $155,567+9.8% | $145,959+17.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.15% | 61.24%-46.1pp | 64.74%-49.6pp | 561.95%-546.8pp |
| Employer contribution / active EE | $10,780 | $5,315+102.8% | $4,674+130.6% | $4,661+131.3% |
| Participant deferral / active EE | $5,060 | $6,464-21.7% | $5,628-10.1% | $6,689-24.4% |
| Admin fee / account holder | $627 | $19,318-96.8% | $15,916-96.1% | $13,398-95.3% |