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 | $157,180 | $185,822-15.4% | $169,993-7.5% | $139,434+12.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 43.71% | 60.50%-16.8pp | 53.37%-9.7pp | 372.94%-329.2pp |
| Employer contribution / active EE | $7,177 | $7,590-5.4% | $6,785+5.8% | $4,751+51.1% |
| Participant deferral / active EE | $16,529 | $11,622+42.2% | $10,408+58.8% | $6,710+146.3% |
| Admin fee / account holder | $44,878 | $15,381+191.8% | $12,815+250.2% | $11,403+293.6% |