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 | $215,125 | $214,378+0.3% | $200,582+7.3% | $142,382+51.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.12% | 46.41%-33.3pp | 42.33%-29.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $4,273 | $6,841-37.5% | $6,419-33.4% | $4,299-0.6% |
| Participant deferral / active EE | $5,617 | $9,865-43.1% | $9,331-39.8% | $6,507-13.7% |
| Admin fee / account holder | $4,899 | $17,692-72.3% | $16,305-70.0% | $12,624-61.2% |