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 | $181,383 | $176,056+3.0% | $159,436+13.8% | $167,490+8.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.95% | 331.75%-316.8pp | 263.57%-248.6pp | 478.56%-463.6pp |
| Employer contribution / active EE | $15,217 | $5,297+187.3% | $4,829+215.1% | $4,837+214.6% |
| Participant deferral / active EE | $10,120 | $7,750+30.6% | $7,352+37.7% | $6,341+59.6% |
| Admin fee / account holder | $1,546 | $12,554-87.7% | $10,799-85.7% | $12,309-87.4% |