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 | $135,723 | $209,411-35.2% | $178,490-24.0% | $158,922-14.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 64.99% | 188.75%-123.8pp | 151.07%-86.1pp | 302.83%-237.8pp |
| Employer contribution / active EE | $5,158 | $5,706-9.6% | $5,011+3.0% | $4,761+8.3% |
| Participant deferral / active EE | $13,381 | $5,954+124.7% | $5,202+157.3% | $5,982+123.7% |
| Admin fee / account holder | $135,314 | $17,074+692.5% | $13,984+867.7% | $11,246+1103.3% |