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 | $192,809 | $214,378-10.1% | $200,582-3.9% | $142,382+35.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 25.19% | 46.41%-21.2pp | 42.33%-17.1pp | 217.08%-191.9pp |
| Employer contribution / active EE | $5,460 | $6,841-20.2% | $6,419-14.9% | $4,299+27.0% |
| Participant deferral / active EE | $6,530 | $9,865-33.8% | $9,331-30.0% | $6,507+0.4% |
| Admin fee / account holder | $24,349 | $17,692+37.6% | $16,305+49.3% | $12,624+92.9% |