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 | $212,937 | $185,822+14.6% | $169,993+25.3% | $139,434+52.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.43% | 60.50%-46.1pp | 53.37%-38.9pp | 372.94%-358.5pp |
| Employer contribution / active EE | $7,143 | $7,590-5.9% | $6,785+5.3% | $4,751+50.4% |
| Participant deferral / active EE | $9,002 | $11,622-22.5% | $10,408-13.5% | $6,710+34.1% |
| Admin fee / account holder | $2,038 | $15,381-86.7% | $12,815-84.1% | $11,403-82.1% |