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 | $166,496 | $185,822-10.4% | $169,993-2.1% | $139,434+19.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.87% | 60.50%-41.6pp | 53.37%-34.5pp | 372.94%-354.1pp |
| Employer contribution / active EE | $5,848 | $7,590-23.0% | $6,785-13.8% | $4,751+23.1% |
| Participant deferral / active EE | $13,875 | $11,622+19.4% | $10,408+33.3% | $6,710+106.8% |
| Admin fee / account holder | $736 | $15,381-95.2% | $12,815-94.3% | $11,403-93.5% |