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 | $212,692 | $159,901+33.0% | $146,958+44.7% | $145,922+45.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.14% | 98.13%-81.0pp | 418.34%-401.2pp | 561.29%-544.1pp |
| Employer contribution / active EE | $5,103 | $5,286-3.5% | $4,933+3.5% | $4,660+9.5% |
| Participant deferral / active EE | $18,262 | $8,428+116.7% | $8,070+126.3% | $6,688+173.1% |
| Admin fee / account holder | $2,161 | $15,044-85.6% | $12,998-83.4% | $13,397-83.9% |