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 | $215,181 | $124,281+73.1% | $109,143+97.2% | $167,490+28.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.90% | 26.04%-14.1pp | 25.75%-13.8pp | 478.56%-466.7pp |
| Employer contribution / active EE | $4,017 | $4,207-4.5% | $3,722+7.9% | $4,837-17.0% |
| Participant deferral / active EE | $15,204 | $5,255+189.3% | $4,653+226.7% | $6,341+139.8% |
| Admin fee / account holder | $1,301 | $7,970-83.7% | $6,752-80.7% | $12,309-89.4% |