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 9-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 | $158,283 | $165,984-4.6% | $164,813-4.0% | $145,922+8.5% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 10.69% | 100.03%-89.3pp | 69.93%-59.2pp | 561.29%-550.6pp |
| Employer contribution / active EE | $9,004 | $5,273+70.8% | $4,341+107.4% | $4,660+93.2% |
| Participant deferral / active EE | $11,256 | $6,959+61.8% | $6,031+86.6% | $6,688+68.3% |
| Admin fee / account holder | $211,003 | $16,648+1167.5% | $12,690+1562.8% | $13,397+1475.0% |