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 | $187,797 | $201,259-6.7% | $184,200+2.0% | $145,959+28.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.96% | 28.98%-19.0pp | 28.80%-18.8pp | 561.95%-552.0pp |
| Employer contribution / active EE | $3,954 | $7,018-43.7% | $6,424-38.4% | $4,661-15.2% |
| Participant deferral / active EE | $3,954 | $9,806-59.7% | $9,132-56.7% | $6,689-40.9% |
| Admin fee / account holder | $19,983 | $16,372+22.1% | $13,907+43.7% | $13,398+49.1% |