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 | $78,553 | $148,534-47.1% | $135,903-42.2% | $139,434-43.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.94% | 79.19%-63.3pp | 68.23%-52.3pp | 372.94%-357.0pp |
| Employer contribution / active EE | $10,743 | $5,243+104.9% | $4,856+121.2% | $4,751+126.1% |
| Participant deferral / active EE | $15,708 | $8,100+93.9% | $7,758+102.5% | $6,710+134.1% |
| Admin fee / account holder | $32,320 | $12,400+160.7% | $10,762+200.3% | $11,403+183.4% |