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 | $118,526 | $214,378-44.7% | $200,582-40.9% | $142,382-16.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.89% | 46.41%-25.5pp | 42.33%-21.4pp | 217.08%-196.2pp |
| Employer contribution / active EE | $14,418 | $6,841+110.7% | $6,419+124.6% | $4,299+235.4% |
| Participant deferral / active EE | $11,762 | $9,865+19.2% | $9,331+26.0% | $6,507+80.8% |
| Admin fee / account holder | $384 | $17,692-97.8% | $16,305-97.6% | $12,624-97.0% |