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 | $129,633 | $159,602-18.8% | $150,045-13.6% | $142,382-9.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.48% | 70.24%-56.8pp | 62.55%-49.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $18,783 | $4,961+278.7% | $4,693+300.2% | $4,299+336.9% |
| Participant deferral / active EE | $22,790 | $8,310+174.2% | $7,997+185.0% | $6,507+250.2% |
| Admin fee / account holder | $75,610 | $14,846+409.3% | $13,435+462.8% | $12,624+499.0% |