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 | $155,249 | $185,822-16.5% | $169,993-8.7% | $139,434+11.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.83% | 60.50%-41.7pp | 53.37%-34.5pp | 372.94%-354.1pp |
| Employer contribution / active EE | $2,852 | $7,590-62.4% | $6,785-58.0% | $4,751-40.0% |
| Participant deferral / active EE | $7,200 | $11,622-38.0% | $10,408-30.8% | $6,710+7.3% |
| Admin fee / account holder | $1,029 | $15,381-93.3% | $12,815-92.0% | $11,403-91.0% |