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 | $151,122 | $148,534+1.7% | $135,903+11.2% | $139,434+8.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.88% | 79.19%-58.3pp | 68.23%-47.4pp | 372.94%-352.1pp |
| Employer contribution / active EE | $13,412 | $5,243+155.8% | $4,856+176.2% | $4,751+182.3% |
| Participant deferral / active EE | $8,277 | $8,100+2.2% | $7,758+6.7% | $6,710+23.4% |
| Admin fee / account holder | $10,603 | $12,400-14.5% | $10,762-1.5% | $11,403-7.0% |