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 | $178,063 | $176,056+1.1% | $159,436+11.7% | $167,490+6.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.39% | 331.75%-319.4pp | 263.57%-251.2pp | 478.56%-466.2pp |
| Employer contribution / active EE | $15,221 | $5,297+187.3% | $4,829+215.2% | $4,837+214.6% |
| Participant deferral / active EE | $12,400 | $7,750+60.0% | $7,352+68.7% | $6,341+95.5% |
| Admin fee / account holder | $3,018 | $12,554-76.0% | $10,799-72.1% | $12,309-75.5% |