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 | $122,914 | $159,901-23.1% | $146,958-16.4% | $145,922-15.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.10% | 98.13%-87.0pp | 418.34%-407.2pp | 561.29%-550.2pp |
| Employer contribution / active EE | $19,353 | $5,286+266.1% | $4,933+292.3% | $4,660+315.3% |
| Participant deferral / active EE | $12,386 | $8,428+47.0% | $8,070+53.5% | $6,688+85.2% |
| Admin fee / account holder | $17,747 | $15,044+18.0% | $12,998+36.5% | $13,397+32.5% |