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 5-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 | $170,637 | $176,056-3.1% | $159,436+7.0% | $167,490+1.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.18% | 331.75%-314.6pp | 263.57%-246.4pp | 478.56%-461.4pp |
| Employer contribution / active EE | $9,472 | $5,297+78.8% | $4,829+96.1% | $4,837+95.8% |
| Participant deferral / active EE | $10,513 | $7,750+35.7% | $7,352+43.0% | $6,341+65.8% |
| Admin fee / account holder | $405 | $12,554-96.8% | $10,799-96.3% | $12,309-96.7% |