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 | $190,463 | $214,378-11.2% | $200,582-5.0% | $142,382+33.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.73% | 46.41%-31.7pp | 42.33%-27.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $3,182 | $6,841-53.5% | $6,419-50.4% | $4,299-26.0% |
| Participant deferral / active EE | $5,940 | $9,865-39.8% | $9,331-36.3% | $6,507-8.7% |
| Admin fee / account holder | $9,151 | $17,692-48.3% | $16,305-43.9% | $12,624-27.5% |