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 | $195,760 | $176,056+11.2% | $159,436+22.8% | $167,490+16.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.03% | 331.75%-319.7pp | 263.57%-251.5pp | 478.56%-466.5pp |
| Employer contribution / active EE | $13,661 | $5,297+157.9% | $4,829+182.9% | $4,837+182.4% |
| Participant deferral / active EE | $8,229 | $7,750+6.2% | $7,352+11.9% | $6,341+29.8% |
| Admin fee / account holder | $827 | $12,554-93.4% | $10,799-92.3% | $12,309-93.3% |