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 | $164,705 | $154,117+6.9% | $129,995+26.7% | $139,434+18.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.79% | 32.48%-12.7pp | -137.18%+157.0pp | 372.94%-353.2pp |
| Employer contribution / active EE | $16,195 | $5,289+206.2% | $4,320+274.9% | $4,751+240.9% |
| Participant deferral / active EE | $15,478 | $6,710+130.7% | $5,820+165.9% | $6,710+130.7% |
| Admin fee / account holder | $1,455 | $14,007-89.6% | $10,614-86.3% | $11,403-87.2% |