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 | $225,650 | $214,378+5.3% | $200,582+12.5% | $142,382+58.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.77% | 46.41%-26.6pp | 42.33%-22.6pp | 217.08%-197.3pp |
| Employer contribution / active EE | $5,077 | $6,841-25.8% | $6,419-20.9% | $4,299+18.1% |
| Participant deferral / active EE | $6,432 | $9,865-34.8% | $9,331-31.1% | $6,507-1.2% |
| Admin fee / account holder | $20,746 | $17,692+17.3% | $16,305+27.2% | $12,624+64.3% |