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 7-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 | $115,614 | $111,301+3.9% | $112,977+2.3% | $158,922-27.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 17.36% | 26.40%-9.0pp | 24.24%-6.9pp | 302.83%-285.5pp |
| Employer contribution / active EE | $11,790 | $4,471+163.7% | $4,255+177.1% | $4,761+147.6% |
| Participant deferral / active EE | $33,686 | $5,880+472.9% | $5,836+477.2% | $5,982+463.1% |
| Admin fee / account holder | $10,628 | $8,392+26.6% | $6,294+68.9% | $11,246-5.5% |