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 | $197,571 | $176,056+12.2% | $159,436+23.9% | $167,490+18.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.28% | 331.75%-316.5pp | 263.57%-248.3pp | 478.56%-463.3pp |
| Employer contribution / active EE | $3,101 | $5,297-41.5% | $4,829-35.8% | $4,837-35.9% |
| Participant deferral / active EE | $8,075 | $7,750+4.2% | $7,352+9.8% | $6,341+27.3% |
| Admin fee / account holder | $1,000 | $12,554-92.0% | $10,799-90.7% | $12,309-91.9% |