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 | $139,570 | $180,028-22.5% | $138,135+1.0% | $158,922-12.2% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 16.11% | 21.68%-5.6pp | 20.51%-4.4pp | 302.83%-286.7pp |
| Employer contribution / active EE | $11,931 | $7,470+59.7% | $5,587+113.6% | $4,761+150.6% |
| Participant deferral / active EE | $13,013 | $7,717+68.6% | $6,431+102.3% | $5,982+117.5% |
| Admin fee / account holder | $3,501 | $17,912-80.5% | $11,856-70.5% | $11,246-68.9% |