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 | $119,127 | $117,381+1.5% | $99,443+19.8% | $152,861-22.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 22.33% | 31.87%-9.5pp | 30.72%-8.4pp | 345.32%-323.0pp |
| Employer contribution / active EE | $3,122 | $3,013+3.6% | $2,540+22.9% | $4,762-34.4% |
| Participant deferral / active EE | $10,167 | $4,086+148.8% | $3,619+180.9% | $5,850+73.8% |
| Admin fee / account holder | $898 | $7,631-88.2% | $6,250-85.6% | $11,596-92.3% |