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 | $172,974 | $227,553-24.0% | $189,557-8.7% | $167,490+3.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.41% | 78.40%-65.0pp | 64.17%-50.8pp | 478.56%-465.1pp |
| Employer contribution / active EE | $8,335 | $5,316+56.8% | $4,412+88.9% | $4,837+72.3% |
| Participant deferral / active EE | $6,266 | $7,002-10.5% | $6,174+1.5% | $6,341-1.2% |
| Admin fee / account holder | $17,573 | $11,878+48.0% | $9,807+79.2% | $12,309+42.8% |