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 | $163,513 | $232,540-29.7% | $185,117-11.7% | $147,584+10.8% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 82.8%-7.8pp |
| Annual return | 11.40% | 43.03%-31.6pp | 40.50%-29.1pp | 578.55%-567.1pp |
| Employer contribution / active EE | $11,875 | $5,195+128.6% | $4,182+184.0% | $4,876+143.5% |
| Participant deferral / active EE | $12,000 | $5,834+105.7% | $5,045+137.9% | $5,439+120.6% |
| Admin fee / account holder | $1,279 | $10,275-87.6% | $8,159-84.3% | $10,885-88.3% |