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 | $193,947 | $214,378-9.5% | $200,582-3.3% | $142,382+36.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.12% | 46.41%-34.3pp | 42.33%-30.2pp | 217.08%-205.0pp |
| Employer contribution / active EE | $4,010 | $6,841-41.4% | $6,419-37.5% | $4,299-6.7% |
| Participant deferral / active EE | $8,610 | $9,865-12.7% | $9,331-7.7% | $6,507+32.3% |
| Admin fee / account holder | $1,735 | $17,692-90.2% | $16,305-89.4% | $12,624-86.3% |