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 | $165,688 | $202,318-18.1% | $172,739-4.1% | $152,861+8.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.08% | 1029.65%-1008.6pp | 802.84%-781.8pp | 345.32%-324.2pp |
| Employer contribution / active EE | $15,403 | $5,856+163.0% | $5,143+199.5% | $4,762+223.4% |
| Participant deferral / active EE | $5,682 | $5,948-4.5% | $5,198+9.3% | $5,850-2.9% |
| Admin fee / account holder | $3,730 | $17,109-78.2% | $13,954-73.3% | $11,596-67.8% |