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 | $120,061 | $150,187-20.1% | $120,354-0.2% | $145,922-17.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 9.48% | 154.07%-144.6pp | 107.15%-97.7pp | 561.29%-551.8pp |
| Employer contribution / active EE | $4,370 | $4,348+0.5% | $3,463+26.2% | $4,660-6.2% |
| Participant deferral / active EE | $8,778 | $6,173+42.2% | $4,991+75.9% | $6,688+31.3% |
| Admin fee / account holder | $6,370 | $12,207-47.8% | $9,423-32.4% | $13,397-52.5% |