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 | $151,735 | $209,411-27.5% | $178,490-15.0% | $158,922-4.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.18% | 188.75%-179.6pp | 151.07%-141.9pp | 302.83%-293.6pp |
| Employer contribution / active EE | $5,718 | $5,706+0.2% | $5,011+14.1% | $4,761+20.1% |
| Participant deferral / active EE | $3,072 | $5,954-48.4% | $5,202-40.9% | $5,982-48.6% |
| Admin fee / account holder | $56,038 | $17,074+228.2% | $13,984+300.7% | $11,246+398.3% |