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 | $120,513 | $148,534-18.9% | $135,903-11.3% | $139,434-13.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.84% | 79.19%-63.3pp | 68.23%-52.4pp | 372.94%-357.1pp |
| Employer contribution / active EE | $8,718 | $5,243+66.3% | $4,856+79.5% | $4,751+83.5% |
| Participant deferral / active EE | $8,330 | $8,100+2.8% | $7,758+7.4% | $6,710+24.1% |
| Admin fee / account holder | $76,517 | $12,400+517.1% | $10,762+611.0% | $11,403+571.1% |