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 | $122,789 | $183,519-33.1% | $155,509-21.0% | $145,922-15.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.16% | 61.17%-48.0pp | 64.67%-51.5pp | 561.29%-548.1pp |
| Employer contribution / active EE | $4,710 | $5,313-11.3% | $4,672+0.8% | $4,660+1.1% |
| Participant deferral / active EE | $9,043 | $6,462+39.9% | $5,626+60.7% | $6,688+35.2% |
| Admin fee / account holder | $30,218 | $19,313+56.5% | $15,912+89.9% | $13,397+125.6% |