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 | $189,971 | $176,812+7.4% | $146,665+29.5% | $167,490+13.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.83% | 24.03%-6.2pp | 22.74%-4.9pp | 478.56%-460.7pp |
| Employer contribution / active EE | $15,710 | $5,160+204.5% | $4,136+279.8% | $4,837+224.8% |
| Participant deferral / active EE | $15,229 | $6,440+136.5% | $5,506+176.6% | $6,341+140.2% |
| Admin fee / account holder | $1,001 | $13,259-92.5% | $10,280-90.3% | $12,309-91.9% |