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 | $155,499 | $176,377-11.8% | $134,143+15.9% | $158,922-2.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.67% | 63.63%-49.0pp | 36.33%-21.7pp | 302.83%-288.2pp |
| Employer contribution / active EE | $12,717 | $5,040+152.3% | $3,704+243.3% | $4,761+167.1% |
| Participant deferral / active EE | $9,140 | $4,091+123.4% | $3,499+161.2% | $5,982+52.8% |
| Admin fee / account holder | $1,446 | $8,718-83.4% | $6,684-78.4% | $11,246-87.1% |