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 | $200,148 | $232,540-13.9% | $185,117+8.1% | $147,584+35.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 21.37% | 43.03%-21.7pp | 40.50%-19.1pp | 578.55%-557.2pp |
| Employer contribution / active EE | $6,576 | $5,195+26.6% | $4,182+57.3% | $4,876+34.9% |
| Participant deferral / active EE | $12,465 | $5,834+113.7% | $5,045+147.1% | $5,439+129.2% |
| Admin fee / account holder | $6,897 | $10,275-32.9% | $8,159-15.5% | $10,885-36.6% |