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 | $141,178 | $209,832-32.7% | $189,513-25.5% | $167,490-15.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.36% | 748.27%-731.9pp | 555.15%-538.8pp | 478.56%-462.2pp |
| Employer contribution / active EE | $14,149 | $6,914+104.7% | $6,162+129.6% | $4,837+192.5% |
| Participant deferral / active EE | $8,019 | $8,935-10.3% | $8,221-2.5% | $6,341+26.5% |
| Admin fee / account holder | $124,719 | $14,293+772.6% | $12,045+935.4% | $12,309+913.2% |