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 | $167,969 | $148,534+13.1% | $135,903+23.6% | $139,434+20.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.37% | 79.19%-58.8pp | 68.23%-47.9pp | 372.94%-352.6pp |
| Employer contribution / active EE | $5,264 | $5,243+0.4% | $4,856+8.4% | $4,751+10.8% |
| Participant deferral / active EE | $12,129 | $8,100+49.7% | $7,758+56.3% | $6,710+80.7% |
| Admin fee / account holder | $30,323 | $12,400+144.5% | $10,762+181.8% | $11,403+165.9% |