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 | $146,747 | $159,901-8.2% | $146,958-0.1% | $145,922+0.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.67% | 98.13%-80.5pp | 418.34%-400.7pp | 561.29%-543.6pp |
| Employer contribution / active EE | $6,433 | $5,286+21.7% | $4,933+30.4% | $4,660+38.1% |
| Participant deferral / active EE | $9,531 | $8,428+13.1% | $8,070+18.1% | $6,688+42.5% |
| Admin fee / account holder | $5,635 | $15,044-62.5% | $12,998-56.7% | $13,397-57.9% |