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 | $138,393 | $217,402-36.3% | $185,823-25.5% | $167,490-17.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.35% | 148.36%-139.0pp | 122.05%-112.7pp | 478.56%-469.2pp |
| Employer contribution / active EE | $15,058 | $5,873+156.4% | $5,167+191.4% | $4,837+211.3% |
| Participant deferral / active EE | $6,478 | $6,356+1.9% | $5,568+16.3% | $6,341+2.2% |
| Admin fee / account holder | $16,003 | $19,811-19.2% | $16,237-1.4% | $12,309+30.0% |