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 | $214,829 | $202,432+6.1% | $169,368+26.8% | $139,434+54.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.55% | 531.74%-518.2pp | 405.60%-392.0pp | 372.94%-359.4pp |
| Employer contribution / active EE | $4,328 | $4,692-7.8% | $4,013+7.9% | $4,751-8.9% |
| Participant deferral / active EE | $3,186 | $6,938-54.1% | $6,221-48.8% | $6,710-52.5% |
| Admin fee / account holder | $4,189 | $10,708-60.9% | $9,003-53.5% | $11,403-63.3% |