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 | $109,357 | $140,588-22.2% | $123,104-11.2% | $125,391-12.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 10.74% | 16.80%-6.1pp | 13.22%-2.5pp | 282.22%-271.5pp |
| Employer contribution / active EE | $19,082 | $6,041+215.8% | $5,151+270.4% | $4,866+292.1% |
| Participant deferral / active EE | $13,813 | $6,980+97.9% | $6,230+121.7% | $5,352+158.1% |
| Admin fee / account holder | $828 | $11,198-92.6% | $9,015-90.8% | $9,540-91.3% |