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 | $149,317 | $179,726-16.9% | $156,263-4.4% | $142,382+4.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.08% | 77.86%-61.8pp | 59.47%-43.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $10,797 | $5,069+113.0% | $4,333+149.2% | $4,299+151.1% |
| Participant deferral / active EE | $18,414 | $6,956+164.7% | $6,158+199.0% | $6,507+183.0% |
| Admin fee / account holder | $77,622 | $17,272+349.4% | $14,255+444.5% | $12,624+514.9% |