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 | $190,991 | $159,901+19.4% | $146,958+30.0% | $145,922+30.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.88% | 98.13%-80.3pp | 418.34%-400.5pp | 561.29%-543.4pp |
| Employer contribution / active EE | $5,308 | $5,286+0.4% | $4,933+7.6% | $4,660+13.9% |
| Participant deferral / active EE | $11,447 | $8,428+35.8% | $8,070+41.8% | $6,688+71.2% |
| Admin fee / account holder | $5,928 | $15,044-60.6% | $12,998-54.4% | $13,397-55.8% |