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 | $158,184 | $183,519-13.8% | $155,509+1.7% | $145,922+8.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.14% | 61.17%-43.0pp | 64.67%-46.5pp | 561.29%-543.1pp |
| Employer contribution / active EE | $20,330 | $5,313+282.7% | $4,672+335.1% | $4,660+336.3% |
| Participant deferral / active EE | $12,484 | $6,462+93.2% | $5,626+121.9% | $6,688+86.7% |
| Admin fee / account holder | $9,357 | $19,313-51.6% | $15,912-41.2% | $13,397-30.2% |