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 | $138,057 | $159,602-13.5% | $150,045-8.0% | $142,382-3.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.79% | 70.24%-53.4pp | 62.55%-45.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $9,198 | $4,961+85.4% | $4,693+96.0% | $4,299+113.9% |
| Participant deferral / active EE | $5,832 | $8,310-29.8% | $7,997-27.1% | $6,507-10.4% |
| Admin fee / account holder | $127,948 | $14,846+761.8% | $13,435+852.4% | $12,624+913.6% |