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 | $115,296 | $209,411-44.9% | $178,490-35.4% | $158,922-27.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.39% | 188.75%-179.4pp | 151.07%-141.7pp | 302.83%-293.4pp |
| Employer contribution / active EE | $5,484 | $5,706-3.9% | $5,011+9.4% | $4,761+15.2% |
| Participant deferral / active EE | $11,450 | $5,954+92.3% | $5,202+120.1% | $5,982+91.4% |
| Admin fee / account holder | $18,684 | $17,074+9.4% | $13,984+33.6% | $11,246+66.1% |