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 | $200,625 | $176,377+13.7% | $134,143+49.6% | $158,922+26.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 35.30% | 63.63%-28.3pp | 36.33%-1.0pp | 302.83%-267.5pp |
| Employer contribution / active EE | $5,175 | $5,040+2.7% | $3,704+39.7% | $4,761+8.7% |
| Participant deferral / active EE | $8,267 | $4,091+102.0% | $3,499+136.3% | $5,982+38.2% |
| Admin fee / account holder | $7,363 | $8,718-15.5% | $6,684+10.2% | $11,246-34.5% |