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 | $172,103 | $148,534+15.9% | $135,903+26.6% | $139,434+23.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.31% | 79.19%-62.9pp | 68.23%-51.9pp | 372.94%-356.6pp |
| Employer contribution / active EE | $3,212 | $5,243-38.7% | $4,856-33.9% | $4,751-32.4% |
| Participant deferral / active EE | $12,667 | $8,100+56.4% | $7,758+63.3% | $6,710+88.8% |
| Admin fee / account holder | $30,191 | $12,400+143.5% | $10,762+180.5% | $11,403+164.8% |