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 | $163,513 | $175,202-6.7% | $149,673+9.2% | $139,434+17.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.42% | 166.71%-154.3pp | 134.42%-122.0pp | 372.94%-360.5pp |
| Employer contribution / active EE | $11,914 | $5,474+117.6% | $4,818+147.3% | $4,751+150.8% |
| Participant deferral / active EE | $8,375 | $6,519+28.5% | $5,680+47.5% | $6,710+24.8% |
| Admin fee / account holder | $3,482 | $16,150-78.4% | $13,210-73.6% | $11,403-69.5% |