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 | $192,364 | $133,922+43.6% | $116,228+65.5% | $142,382+35.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.23% | 147.76%-132.5pp | 90.06%-74.8pp | 217.08%-201.8pp |
| Employer contribution / active EE | $5,077 | $3,446+47.4% | $2,994+69.5% | $4,299+18.1% |
| Participant deferral / active EE | $10,342 | $5,672+82.3% | $4,953+108.8% | $6,507+58.9% |
| Admin fee / account holder | $14,656 | $14,945-1.9% | $11,989+22.2% | $12,624+16.1% |