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 | $159,162 | $214,378-25.8% | $200,582-20.7% | $142,382+11.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.81% | 46.41%-30.6pp | 42.33%-26.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $3,933 | $6,841-42.5% | $6,419-38.7% | $4,299-8.5% |
| Participant deferral / active EE | $8,058 | $9,865-18.3% | $9,331-13.6% | $6,507+23.8% |
| Admin fee / account holder | $680 | $17,692-96.2% | $16,305-95.8% | $12,624-94.6% |