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 | $155,588 | $148,978+4.4% | $200,582-22.4% | $84,808+83.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 25.07% | 28.16%-3.1pp | 42.33%-17.3pp | 40.90%-15.8pp |
| Employer contribution / active EE | $2,720 | $4,815-43.5% | $6,419-57.6% | $2,631+3.4% |
| Participant deferral / active EE | $12,642 | $7,142+77.0% | $9,331+35.5% | $4,212+200.2% |
| Admin fee / account holder | $17,393 | $13,977+24.4% | $16,305+6.7% | $7,344+136.8% |