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 | $177,345 | $166,020+6.8% | $164,866+7.6% | $145,959+21.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 23.40% | 100.08%-76.7pp | 69.97%-46.6pp | 561.95%-538.5pp |
| Employer contribution / active EE | $18,333 | $5,275+247.6% | $4,343+322.2% | $4,661+293.4% |
| Participant deferral / active EE | $17,833 | $6,961+156.2% | $6,033+195.6% | $6,689+166.6% |
| Admin fee / account holder | $1,269 | $16,644-92.4% | $12,689-90.0% | $13,398-90.5% |