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 | $205,978 | $228,332-9.8% | $185,823+10.8% | $158,922+29.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.41% | 40.80%-25.4pp | 35.95%-20.5pp | 302.83%-287.4pp |
| Employer contribution / active EE | $8,059 | $4,967+62.3% | $4,087+97.2% | $4,761+69.3% |
| Participant deferral / active EE | $6,303 | $6,415-1.7% | $5,632+11.9% | $5,982+5.4% |
| Admin fee / account holder | $23,687 | $11,864+99.7% | $9,500+149.3% | $11,246+110.6% |