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 | $165,381 | $154,117+7.3% | $129,995+27.2% | $139,434+18.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.59% | 32.48%-20.9pp | -137.18%+148.8pp | 372.94%-361.3pp |
| Employer contribution / active EE | $2,604 | $5,289-50.8% | $4,320-39.7% | $4,751-45.2% |
| Participant deferral / active EE | $5,830 | $6,710-13.1% | $5,820+0.2% | $6,710-13.1% |
| Admin fee / account holder | $15,000 | $14,007+7.1% | $10,614+41.3% | $11,403+31.6% |