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 | $187,919 | $209,336-10.2% | $197,124-4.7% | $137,256+36.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.66% | 48.09%-30.4pp | 44.34%-26.7pp | 220.34%-202.7pp |
| Employer contribution / active EE | $3,199 | $6,591-51.5% | $6,227-48.6% | $4,156-23.0% |
| Participant deferral / active EE | $16,815 | $9,614+74.9% | $9,135+84.1% | $6,407+162.5% |
| Admin fee / account holder | $758 | $17,308-95.6% | $16,298-95.3% | $12,270-93.8% |