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 | $199,474 | $176,056+13.3% | $159,436+25.1% | $167,490+19.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.15% | 331.75%-320.6pp | 263.57%-252.4pp | 478.56%-467.4pp |
| Employer contribution / active EE | $10,170 | $5,297+92.0% | $4,829+110.6% | $4,837+110.2% |
| Participant deferral / active EE | $12,593 | $7,750+62.5% | $7,352+71.3% | $6,341+98.6% |
| Admin fee / account holder | $2,355 | $12,554-81.2% | $10,799-78.2% | $12,309-80.9% |