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 3-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 | $205,921 | $214,378-3.9% | $200,582+2.7% | $142,382+44.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.84% | 46.41%-31.6pp | 42.33%-27.5pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,027 | $6,841-55.7% | $6,419-52.8% | $4,299-29.6% |
| Participant deferral / active EE | $10,713 | $9,865+8.6% | $9,331+14.8% | $6,507+64.6% |
| Admin fee / account holder | $2,903 | $17,692-83.6% | $16,305-82.2% | $12,624-77.0% |