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 | $216,068 | $228,332-5.4% | $185,823+16.3% | $158,922+36.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 33.72% | 40.80%-7.1pp | 35.95%-2.2pp | 302.83%-269.1pp |
| Employer contribution / active EE | $7,631 | $4,967+53.6% | $4,087+86.7% | $4,761+60.3% |
| Participant deferral / active EE | $6,585 | $6,415+2.7% | $5,632+16.9% | $5,982+10.1% |
| Admin fee / account holder | $739 | $11,864-93.8% | $9,500-92.2% | $11,246-93.4% |