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 | $142,478 | $176,056-19.1% | $159,436-10.6% | $167,490-14.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.60% | 331.75%-314.2pp | 263.57%-246.0pp | 478.56%-461.0pp |
| Employer contribution / active EE | $12,975 | $5,297+145.0% | $4,829+168.7% | $4,837+168.2% |
| Participant deferral / active EE | $11,853 | $7,750+52.9% | $7,352+61.2% | $6,341+86.9% |
| Admin fee / account holder | $15,061 | $12,554+20.0% | $10,799+39.5% | $12,309+22.4% |