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 | $155,753 | $214,378-27.3% | $200,582-22.3% | $142,382+9.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 36.63% | 46.41%-9.8pp | 42.33%-5.7pp | 217.08%-180.4pp |
| Employer contribution / active EE | $3,965 | $6,841-42.0% | $6,419-38.2% | $4,299-7.8% |
| Participant deferral / active EE | $6,755 | $9,865-31.5% | $9,331-27.6% | $6,507+3.8% |
| Admin fee / account holder | $17,202 | $17,692-2.8% | $16,305+5.5% | $12,624+36.3% |