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 | $130,103 | $183,519-29.1% | $155,509-16.3% | $145,922-10.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.06% | 61.17%-51.1pp | 64.67%-54.6pp | 561.29%-551.2pp |
| Employer contribution / active EE | $15,421 | $5,313+190.3% | $4,672+230.0% | $4,660+230.9% |
| Participant deferral / active EE | $10,904 | $6,462+68.7% | $5,626+93.8% | $6,688+63.0% |
| Admin fee / account holder | $26,815 | $19,313+38.8% | $15,912+68.5% | $13,397+100.2% |