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 | $121,088 | $135,952-10.9% | $123,892-2.3% | $273,961-55.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 158.26% | 56.63%+101.6pp | 47.52%+110.7pp | 41.45%+116.8pp |
| Employer contribution / active EE | $40,018 | $5,170+674.1% | $4,617+766.8% | $4,869+721.9% |
| Participant deferral / active EE | $26,000 | $6,343+309.9% | $5,984+334.5% | $5,287+391.8% |
| Admin fee / account holder | $13,785 | $9,817+40.4% | $8,357+65.0% | $10,132+36.1% |