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 | $163,639 | $185,822-11.9% | $169,993-3.7% | $139,434+17.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.27% | 60.50%-48.2pp | 53.37%-41.1pp | 372.94%-360.7pp |
| Employer contribution / active EE | $4,739 | $7,590-37.6% | $6,785-30.2% | $4,751-0.3% |
| Participant deferral / active EE | $24,981 | $11,622+114.9% | $10,408+140.0% | $6,710+272.3% |
| Admin fee / account holder | $3,906 | $15,381-74.6% | $12,815-69.5% | $11,403-65.7% |