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 | $206,752 | $214,378-3.6% | $200,582+3.1% | $142,382+45.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.79% | 46.41%-32.6pp | 42.33%-28.5pp | 217.08%-203.3pp |
| Employer contribution / active EE | $6,983 | $6,841+2.1% | $6,419+8.8% | $4,299+62.4% |
| Participant deferral / active EE | $20,387 | $9,865+106.7% | $9,331+118.5% | $6,507+213.3% |
| Admin fee / account holder | $53,108 | $17,692+200.2% | $16,305+225.7% | $12,624+320.7% |