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 | $130,572 | $114,381+14.2% | $107,525+21.4% | $142,382-8.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.56% | 242.71%-226.1pp | 181.32%-164.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $7,843 | $4,015+95.4% | $3,754+109.0% | $4,299+82.4% |
| Participant deferral / active EE | $14,475 | $5,564+160.2% | $5,116+183.0% | $6,507+122.5% |
| Admin fee / account holder | $2,733 | $9,860-72.3% | $8,919-69.4% | $12,624-78.4% |