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 | $173,698 | $176,056-1.3% | $159,436+8.9% | $167,490+3.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.68% | 331.75%-315.1pp | 263.57%-246.9pp | 478.56%-461.9pp |
| Employer contribution / active EE | $13,725 | $5,297+159.1% | $4,829+184.2% | $4,837+183.7% |
| Participant deferral / active EE | $11,104 | $7,750+43.3% | $7,352+51.0% | $6,341+75.1% |
| Admin fee / account holder | $1,760 | $12,554-86.0% | $10,799-83.7% | $12,309-85.7% |