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 | $130,566 | $177,572-26.5% | $154,803-15.7% | $142,382-8.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.71% | 65.07%-50.4pp | 58.88%-44.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $12,458 | $4,810+159.0% | $4,305+189.4% | $4,299+189.8% |
| Participant deferral / active EE | $7,603 | $6,272+21.2% | $5,540+37.2% | $6,507+16.8% |
| Admin fee / account holder | $121,814 | $16,786+625.7% | $14,329+750.1% | $12,624+865.0% |