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 5-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 | $131,525 | $190,805-31.1% | $159,960-17.8% | $134,475-2.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 1104.58% | 552.23%+552.3pp | 408.60%+696.0pp | 417.96%+686.6pp |
| Employer contribution / active EE | $3,630 | $4,995-27.3% | $4,226-14.1% | $4,740-23.4% |
| Participant deferral / active EE | $6,783 | $6,923-2.0% | $6,182+9.7% | $6,400+6.0% |
| Admin fee / account holder | $1,256 | $10,471-88.0% | $8,698-85.6% | $11,426-89.0% |