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 | $191,144 | $214,378-10.8% | $200,582-4.7% | $142,382+34.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.32% | 46.41%-29.1pp | 42.33%-25.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $7,903 | $6,841+15.5% | $6,419+23.1% | $4,299+83.8% |
| Participant deferral / active EE | $8,125 | $9,865-17.6% | $9,331-12.9% | $6,507+24.9% |
| Admin fee / account holder | $7,812 | $17,692-55.8% | $16,305-52.1% | $12,624-38.1% |