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 6-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 | $109,806 | $106,584+3.0% | $101,326+8.4% | $142,382-22.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.88% | 36.93%-23.0pp | 36.82%-22.9pp | 217.08%-203.2pp |
| Employer contribution / active EE | $16,139 | $3,956+308.0% | $3,665+340.3% | $4,299+275.4% |
| Participant deferral / active EE | $9,460 | $8,297+14.0% | $7,994+18.3% | $6,507+45.4% |
| Admin fee / account holder | $604 | $11,446-94.7% | $11,185-94.6% | $12,624-95.2% |