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 | $223,457 | $214,378+4.2% | $200,582+11.4% | $142,382+56.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.85% | 46.41%-31.6pp | 42.33%-27.5pp | 217.08%-202.2pp |
| Employer contribution / active EE | $8,090 | $6,841+18.2% | $6,419+26.0% | $4,299+88.2% |
| Participant deferral / active EE | $4,569 | $9,865-53.7% | $9,331-51.0% | $6,507-29.8% |
| Admin fee / account holder | $2,023 | $17,692-88.6% | $16,305-87.6% | $12,624-84.0% |