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 | $182,175 | $176,812+3.0% | $146,665+24.2% | $167,490+8.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.10% | 24.03%-5.9pp | 22.74%-4.6pp | 478.56%-460.5pp |
| Employer contribution / active EE | $4,292 | $5,160-16.8% | $4,136+3.8% | $4,837-11.3% |
| Participant deferral / active EE | $15,931 | $6,440+147.4% | $5,506+189.3% | $6,341+151.2% |
| Admin fee / account holder | $6,308 | $13,259-52.4% | $10,280-38.6% | $12,309-48.7% |