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 | $141,376 | $209,411-32.5% | $178,490-20.8% | $158,922-11.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.06% | 188.75%-170.7pp | 151.07%-133.0pp | 302.83%-284.8pp |
| Employer contribution / active EE | $10,385 | $5,706+82.0% | $5,011+107.3% | $4,761+118.1% |
| Participant deferral / active EE | $15,515 | $5,954+160.6% | $5,202+198.3% | $5,982+159.4% |
| Admin fee / account holder | $28,823 | $17,074+68.8% | $13,984+106.1% | $11,246+156.3% |