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 | $163,259 | $148,534+9.9% | $135,903+20.1% | $139,434+17.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.64% | 79.19%-64.6pp | 68.23%-53.6pp | 372.94%-358.3pp |
| Employer contribution / active EE | $8,012 | $5,243+52.8% | $4,856+65.0% | $4,751+68.6% |
| Participant deferral / active EE | $23,833 | $8,100+194.2% | $7,758+207.2% | $6,710+255.2% |
| Admin fee / account holder | $30,326 | $12,400+144.6% | $10,762+181.8% | $11,403+166.0% |