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 | $214,094 | $106,584+100.9% | $101,326+111.3% | $142,382+50.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.41% | 36.93%-20.5pp | 36.82%-20.4pp | 217.08%-200.7pp |
| Employer contribution / active EE | $21,761 | $3,956+450.1% | $3,665+493.7% | $4,299+406.2% |
| Participant deferral / active EE | $13,863 | $8,297+67.1% | $7,994+73.4% | $6,507+113.0% |
| Admin fee / account holder | $476 | $11,446-95.8% | $11,185-95.7% | $12,624-96.2% |