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 | $47,142 | $209,411-77.5% | $178,490-73.6% | $158,922-70.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.73% | 188.75%-178.0pp | 151.07%-140.3pp | 302.83%-292.1pp |
| Employer contribution / active EE | $5,957 | $5,706+4.4% | $5,011+18.9% | $4,761+25.1% |
| Participant deferral / active EE | $6,666 | $5,954+12.0% | $5,202+28.2% | $5,982+11.4% |
| Admin fee / account holder | $60,241 | $17,074+252.8% | $13,984+330.8% | $11,246+435.7% |