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 | $157,653 | $202,432-22.1% | $169,368-6.9% | $139,434+13.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.95% | 531.74%-508.8pp | 405.60%-382.7pp | 372.94%-350.0pp |
| Employer contribution / active EE | $2,766 | $4,692-41.1% | $4,013-31.1% | $4,751-41.8% |
| Participant deferral / active EE | $5,653 | $6,938-18.5% | $6,221-9.1% | $6,710-15.8% |
| Admin fee / account holder | $680 | $10,708-93.6% | $9,003-92.4% | $11,403-94.0% |