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 | $148,865 | $185,822-19.9% | $169,993-12.4% | $139,434+6.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.68% | 60.50%-45.8pp | 53.37%-38.7pp | 372.94%-358.3pp |
| Employer contribution / active EE | $17,939 | $7,590+136.4% | $6,785+164.4% | $4,751+277.6% |
| Participant deferral / active EE | $11,499 | $11,622-1.1% | $10,408+10.5% | $6,710+71.4% |
| Admin fee / account holder | $6,147 | $15,381-60.0% | $12,815-52.0% | $11,403-46.1% |