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 | $110,278 | $102,828+7.2% | $105,387+4.6% | $152,861-27.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.28% | 20.85%+2.4pp | 26.82%-3.5pp | 345.32%-322.0pp |
| Employer contribution / active EE | $12,736 | $4,473+184.8% | $4,213+202.3% | $4,762+167.4% |
| Participant deferral / active EE | $12,503 | $5,465+128.8% | $5,502+127.2% | $5,850+113.7% |
| Admin fee / account holder | $57,324 | $8,683+560.2% | $6,559+774.0% | $11,596+394.3% |