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 | $203,362 | $176,056+15.5% | $159,436+27.6% | $167,490+21.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.56% | 331.75%-318.2pp | 263.57%-250.0pp | 478.56%-465.0pp |
| Employer contribution / active EE | $4,846 | $5,297-8.5% | $4,829+0.3% | $4,837+0.2% |
| Participant deferral / active EE | $7,451 | $7,750-3.9% | $7,352+1.3% | $6,341+17.5% |
| Admin fee / account holder | $1,700 | $12,554-86.5% | $10,799-84.3% | $12,309-86.2% |