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 | $154,036 | $135,635+13.6% | $110,238+39.7% | $135,375+13.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -1.55% | 513.19%-514.7pp | 314.74%-316.3pp | 519.73%-521.3pp |
| Employer contribution / active EE | $7,144 | $4,906+45.6% | $3,826+86.7% | $4,779+49.5% |
| Participant deferral / active EE | $5,781 | $5,506+5.0% | $4,672+23.7% | $5,609+3.1% |
| Admin fee / account holder | $9,930 | $11,457-13.3% | $8,547+16.2% | $10,827-8.3% |