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 | $142,776 | $154,117-7.4% | $129,995+9.8% | $139,434+2.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.54% | 32.48%-13.9pp | -137.18%+155.7pp | 372.94%-354.4pp |
| Employer contribution / active EE | $7,664 | $5,289+44.9% | $4,320+77.4% | $4,751+61.3% |
| Participant deferral / active EE | $6,830 | $6,710+1.8% | $5,820+17.3% | $6,710+1.8% |
| Admin fee / account holder | $9,101 | $14,007-35.0% | $10,614-14.3% | $11,403-20.2% |