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 | $138,600 | $185,822-25.4% | $169,993-18.5% | $139,434-0.6% |
| Participation rate | 94.1% | 87.8%+6.4pp | 87.0%+7.1pp | 80.3%+13.8pp |
| Annual return | 227.64% | 60.50%+167.1pp | 53.37%+174.3pp | 372.94%-145.3pp |
| Employer contribution / active EE | $4,134 | $7,590-45.5% | $6,785-39.1% | $4,751-13.0% |
| Participant deferral / active EE | $6,684 | $11,622-42.5% | $10,408-35.8% | $6,710-0.4% |
| Admin fee / account holder | $4,580 | $15,381-70.2% | $12,815-64.3% | $11,403-59.8% |