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 | $157,280 | $176,812-11.0% | $146,665+7.2% | $167,490-6.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 23.42% | 24.03%-0.6pp | 22.74%+0.7pp | 478.56%-455.1pp |
| Employer contribution / active EE | $18,194 | $5,160+252.6% | $4,136+339.9% | $4,837+276.1% |
| Participant deferral / active EE | $5,635 | $6,440-12.5% | $5,506+2.4% | $6,341-11.1% |
| Admin fee / account holder | $18,186 | $13,259+37.2% | $10,280+76.9% | $12,309+47.7% |