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 | $132,052 | $111,754+18.2% | $103,333+27.8% | $145,922-9.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.75% | 24.77%-10.0pp | 24.88%-10.1pp | 561.29%-546.5pp |
| Employer contribution / active EE | $13,205 | $4,212+213.5% | $3,868+241.4% | $4,660+183.4% |
| Participant deferral / active EE | $4,734 | $5,619-15.7% | $5,057-6.4% | $6,688-29.2% |
| Admin fee / account holder | $9,787 | $9,750+0.4% | $8,355+17.1% | $13,397-26.9% |