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 | $113,879 | $148,534-23.3% | $135,903-16.2% | $139,434-18.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.82% | 79.19%-52.4pp | 68.23%-41.4pp | 372.94%-346.1pp |
| Employer contribution / active EE | $11,000 | $5,243+109.8% | $4,856+126.5% | $4,751+131.5% |
| Participant deferral / active EE | $15,435 | $8,100+90.6% | $7,758+99.0% | $6,710+130.0% |
| Admin fee / account holder | $14,269 | $12,400+15.1% | $10,762+32.6% | $11,403+25.1% |