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 | $218,365 | $214,378+1.9% | $200,582+8.9% | $142,382+53.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.96% | 46.41%-31.4pp | 42.33%-27.4pp | 217.08%-202.1pp |
| Employer contribution / active EE | $5,831 | $6,841-14.8% | $6,419-9.2% | $4,299+35.6% |
| Participant deferral / active EE | $5,402 | $9,865-45.2% | $9,331-42.1% | $6,507-17.0% |
| Admin fee / account holder | $469 | $17,692-97.3% | $16,305-97.1% | $12,624-96.3% |