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 | $165,082 | $197,591-16.5% | $177,821-7.2% | $158,922+3.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.68% | 58.76%-42.1pp | 48.32%-31.6pp | 302.83%-286.1pp |
| Employer contribution / active EE | $13,314 | $6,697+98.8% | $5,918+125.0% | $4,761+179.6% |
| Participant deferral / active EE | $18,890 | $8,405+124.8% | $7,714+144.9% | $5,982+215.8% |
| Admin fee / account holder | $2,899 | $15,399-81.2% | $12,427-76.7% | $11,246-74.2% |