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 | $164,512 | $217,402-24.3% | $185,823-11.5% | $167,490-1.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.50% | 148.36%-132.9pp | 122.05%-106.5pp | 478.56%-463.1pp |
| Employer contribution / active EE | $6,540 | $5,873+11.3% | $5,167+26.6% | $4,837+35.2% |
| Participant deferral / active EE | $16,500 | $6,356+159.6% | $5,568+196.3% | $6,341+160.2% |
| Admin fee / account holder | $1,052 | $19,811-94.7% | $16,237-93.5% | $12,309-91.5% |