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 | $214,122 | $214,378-0.1% | $200,582+6.8% | $142,382+50.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.18% | 46.41%-34.2pp | 42.33%-30.2pp | 217.08%-204.9pp |
| Employer contribution / active EE | $3,743 | $6,841-45.3% | $6,419-41.7% | $4,299-12.9% |
| Participant deferral / active EE | $8,558 | $9,865-13.2% | $9,331-8.3% | $6,507+31.5% |
| Admin fee / account holder | $2,749 | $17,692-84.5% | $16,305-83.1% | $12,624-78.2% |