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 | $169,540 | $214,378-20.9% | $200,582-15.5% | $142,382+19.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 63.77% | 46.41%+17.4pp | 42.33%+21.4pp | 217.08%-153.3pp |
| Employer contribution / active EE | $8,407 | $6,841+22.9% | $6,419+31.0% | $4,299+95.5% |
| Participant deferral / active EE | $8,316 | $9,865-15.7% | $9,331-10.9% | $6,507+27.8% |
| Admin fee / account holder | $2,159 | $17,692-87.8% | $16,305-86.8% | $12,624-82.9% |