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 | $233,412 | $228,332+2.2% | $185,823+25.6% | $158,922+46.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 37.08% | 40.80%-3.7pp | 35.95%+1.1pp | 302.83%-265.7pp |
| Employer contribution / active EE | $14,453 | $4,967+191.0% | $4,087+253.6% | $4,761+203.6% |
| Participant deferral / active EE | $8,667 | $6,415+35.1% | $5,632+53.9% | $5,982+44.9% |
| Admin fee / account holder | $2,085 | $11,864-82.4% | $9,500-78.0% | $11,246-81.5% |