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 | $117,473 | $217,402-46.0% | $185,823-36.8% | $167,490-29.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.79% | 148.36%-134.6pp | 122.05%-108.3pp | 478.56%-464.8pp |
| Employer contribution / active EE | $7,169 | $5,873+22.1% | $5,167+38.7% | $4,837+48.2% |
| Participant deferral / active EE | $7,849 | $6,356+23.5% | $5,568+41.0% | $6,341+23.8% |
| Admin fee / account holder | $140,540 | $19,811+609.4% | $16,237+765.5% | $12,309+1041.8% |