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 5-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 | $147,185 | $183,519-19.8% | $155,509-5.4% | $145,922+0.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.46% | 61.17%-50.7pp | 64.67%-54.2pp | 561.29%-550.8pp |
| Employer contribution / active EE | $4,393 | $5,313-17.3% | $4,672-6.0% | $4,660-5.7% |
| Participant deferral / active EE | $10,556 | $6,462+63.3% | $5,626+87.6% | $6,688+57.8% |
| Admin fee / account holder | $1,498 | $19,313-92.2% | $15,912-90.6% | $13,397-88.8% |