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 | $107,961 | $201,272-46.4% | $184,203-41.4% | $145,922-26.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.31% | 29.00%-18.7pp | 28.81%-18.5pp | 561.29%-551.0pp |
| Employer contribution / active EE | $13,566 | $7,022+93.2% | $6,427+111.1% | $4,660+191.1% |
| Participant deferral / active EE | $13,291 | $9,806+35.5% | $9,131+45.6% | $6,688+98.7% |
| Admin fee / account holder | $7,109 | $16,364-56.6% | $13,901-48.9% | $13,397-46.9% |