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 | $203,242 | $124,281+63.5% | $109,143+86.2% | $167,490+21.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.99% | 26.04%-9.0pp | 25.75%-8.8pp | 478.56%-461.6pp |
| Employer contribution / active EE | $4,701 | $4,207+11.7% | $3,722+26.3% | $4,837-2.8% |
| Participant deferral / active EE | $9,343 | $5,255+77.8% | $4,653+100.8% | $6,341+47.3% |
| Admin fee / account holder | $1,676 | $7,970-79.0% | $6,752-75.2% | $12,309-86.4% |