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 | $233,004 | $210,408+10.7% | $153,485+51.8% | $145,922+59.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.30% | 13.37%-2.1pp | 15.65%-4.3pp | 561.29%-550.0pp |
| Employer contribution / active EE | $4,324 | $6,048-28.5% | $5,039-14.2% | $4,660-7.2% |
| Participant deferral / active EE | $7,777 | $7,975-2.5% | $6,757+15.1% | $6,688+16.3% |
| Admin fee / account holder | $2,119 | $19,419-89.1% | $12,724-83.4% | $13,397-84.2% |