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 | $127,842 | $148,534-13.9% | $135,903-5.9% | $139,434-8.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.14% | 79.19%-62.1pp | 68.23%-51.1pp | 372.94%-355.8pp |
| Employer contribution / active EE | $15,860 | $5,243+202.5% | $4,856+226.6% | $4,751+233.8% |
| Participant deferral / active EE | $11,126 | $8,100+37.4% | $7,758+43.4% | $6,710+65.8% |
| Admin fee / account holder | $900 | $12,400-92.7% | $10,762-91.6% | $11,403-92.1% |