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 | $112,187 | $108,919+3.0% | $100,391+11.8% | $145,922-23.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.77% | 57.88%-46.1pp | 49.20%-37.4pp | 561.29%-549.5pp |
| Employer contribution / active EE | $4,717 | $4,419+6.7% | $3,942+19.7% | $4,660+1.2% |
| Participant deferral / active EE | $14,060 | $8,445+66.5% | $8,082+74.0% | $6,688+110.2% |
| Admin fee / account holder | $36,465 | $9,689+276.4% | $7,899+361.6% | $13,397+172.2% |