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 | $108,868 | $226,064-51.8% | $182,532-40.4% | $152,861-28.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 15.03% | 192.51%-177.5pp | 148.54%-133.5pp | 345.32%-330.3pp |
| Employer contribution / active EE | $3,513 | $4,978-29.4% | $4,076-13.8% | $4,762-26.2% |
| Participant deferral / active EE | $6,354 | $6,368-0.2% | $5,524+15.0% | $5,850+8.6% |
| Admin fee / account holder | $30,513 | $10,703+185.1% | $8,592+255.1% | $11,596+163.1% |