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 | $230,423 | $227,553+1.3% | $189,557+21.6% | $167,490+37.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 10.62% | 78.40%-67.8pp | 64.17%-53.5pp | 478.56%-467.9pp |
| Employer contribution / active EE | $13,755 | $5,316+158.7% | $4,412+211.7% | $4,837+184.3% |
| Participant deferral / active EE | $10,344 | $7,002+47.7% | $6,174+67.6% | $6,341+63.1% |
| Admin fee / account holder | $8,086 | $11,878-31.9% | $9,807-17.5% | $12,309-34.3% |