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 | $117,826 | $209,411-43.7% | $178,490-34.0% | $158,922-25.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.62% | 188.75%-179.1pp | 151.07%-141.5pp | 302.83%-293.2pp |
| Employer contribution / active EE | $11,327 | $5,706+98.5% | $5,011+126.1% | $4,761+137.9% |
| Participant deferral / active EE | $10,076 | $5,954+69.2% | $5,202+93.7% | $5,982+68.4% |
| Admin fee / account holder | $33,854 | $17,074+98.3% | $13,984+142.1% | $11,246+201.0% |