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 | $236,888 | $118,450+100.0% | $98,439+140.6% | $139,434+69.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 16.49% | 18.94%-2.4pp | 21.16%-4.7pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,743 | $3,609-24.0% | $3,048-10.0% | $4,751-42.3% |
| Participant deferral / active EE | $7,396 | $5,392+37.2% | $4,738+56.1% | $6,710+10.2% |
| Admin fee / account holder | $7,426 | $14,026-47.1% | $8,948-17.0% | $11,403-34.9% |