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 | $178,071 | $214,378-16.9% | $200,582-11.2% | $142,382+25.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.93% | 46.41%-30.5pp | 42.33%-26.4pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,117 | $6,841-69.1% | $6,419-67.0% | $4,299-50.8% |
| Participant deferral / active EE | $3,406 | $9,865-65.5% | $9,331-63.5% | $6,507-47.7% |
| Admin fee / account holder | $26,050 | $17,692+47.2% | $16,305+59.8% | $12,624+106.4% |