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 | $215,164 | $214,378+0.4% | $200,582+7.3% | $142,382+51.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.15% | 46.41%-34.3pp | 42.33%-30.2pp | 217.08%-204.9pp |
| Employer contribution / active EE | $3,839 | $6,841-43.9% | $6,419-40.2% | $4,299-10.7% |
| Participant deferral / active EE | $13,768 | $9,865+39.6% | $9,331+47.5% | $6,507+111.6% |
| Admin fee / account holder | $108,637 | $17,692+514.0% | $16,305+566.3% | $12,624+760.6% |