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 | $155,856 | $209,411-25.6% | $178,490-12.7% | $158,922-1.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.17% | 188.75%-172.6pp | 151.07%-134.9pp | 302.83%-286.7pp |
| Employer contribution / active EE | $11,441 | $5,706+100.5% | $5,011+128.3% | $4,761+140.3% |
| Participant deferral / active EE | $6,055 | $5,954+1.7% | $5,202+16.4% | $5,982+1.2% |
| Admin fee / account holder | $5,991 | $17,074-64.9% | $13,984-57.2% | $11,246-46.7% |