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 | $141,643 | $198,466-28.6% | $170,442-16.9% | $147,584-4.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.02% | 257.29%-241.3pp | 205.93%-189.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $7,008 | $6,184+13.3% | $5,433+29.0% | $4,876+43.7% |
| Participant deferral / active EE | $9,467 | $5,629+68.2% | $4,939+91.7% | $5,439+74.1% |
| Admin fee / account holder | $58,389 | $16,852+246.5% | $13,880+320.7% | $10,885+436.4% |