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 | $131,557 | $183,519-28.3% | $155,509-15.4% | $145,922-9.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.46% | 61.17%-49.7pp | 64.67%-53.2pp | 561.29%-549.8pp |
| Employer contribution / active EE | $7,381 | $5,313+38.9% | $4,672+58.0% | $4,660+58.4% |
| Participant deferral / active EE | $6,550 | $6,462+1.4% | $5,626+16.4% | $6,688-2.1% |
| Admin fee / account holder | $55,300 | $19,313+186.3% | $15,912+247.5% | $13,397+312.8% |