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 | $149,189 | $239,571-37.7% | $183,328-18.6% | $137,256+8.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 13.02% | 35.69%-22.7pp | 29.67%-16.7pp | 220.34%-207.3pp |
| Employer contribution / active EE | $5,351 | $6,148-13.0% | $5,055+5.9% | $4,156+28.8% |
| Participant deferral / active EE | $6,689 | $7,995-16.3% | $6,795-1.6% | $6,407+4.4% |
| Admin fee / account holder | $11,858 | $30,059-60.6% | $21,427-44.7% | $12,270-3.4% |