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 | $215,946 | $209,411+3.1% | $178,490+21.0% | $158,922+35.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.68% | 188.75%-177.1pp | 151.07%-139.4pp | 302.83%-291.2pp |
| Employer contribution / active EE | $5,638 | $5,706-1.2% | $5,011+12.5% | $4,761+18.4% |
| Participant deferral / active EE | $13,536 | $5,954+127.3% | $5,202+160.2% | $5,982+126.3% |
| Admin fee / account holder | $11,008 | $17,074-35.5% | $13,984-21.3% | $11,246-2.1% |