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 | $200,213 | $176,056+13.7% | $159,436+25.6% | $167,490+19.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.04% | 331.75%-320.7pp | 263.57%-252.5pp | 478.56%-467.5pp |
| Employer contribution / active EE | $6,066 | $5,297+14.5% | $4,829+25.6% | $4,837+25.4% |
| Participant deferral / active EE | $12,790 | $7,750+65.0% | $7,352+74.0% | $6,341+101.7% |
| Admin fee / account holder | $2,085 | $12,554-83.4% | $10,799-80.7% | $12,309-83.1% |