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 | $177,602 | $148,534+19.6% | $135,903+30.7% | $139,434+27.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.97% | 79.19%-65.2pp | 68.23%-54.3pp | 372.94%-359.0pp |
| Employer contribution / active EE | $8,725 | $5,243+66.4% | $4,856+79.7% | $4,751+83.7% |
| Participant deferral / active EE | $10,297 | $8,100+27.1% | $7,758+32.7% | $6,710+53.5% |
| Admin fee / account holder | $6,068 | $12,400-51.1% | $10,762-43.6% | $11,403-46.8% |