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 | $147,417 | $159,901-7.8% | $146,958+0.3% | $145,922+1.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.72% | 98.13%-83.4pp | 418.34%-403.6pp | 561.29%-546.6pp |
| Employer contribution / active EE | $12,662 | $5,286+139.5% | $4,933+156.7% | $4,660+171.7% |
| Participant deferral / active EE | $7,031 | $8,428-16.6% | $8,070-12.9% | $6,688+5.1% |
| Admin fee / account holder | $808 | $15,044-94.6% | $12,998-93.8% | $13,397-94.0% |