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 | $243,929 | $228,332+6.8% | $185,823+31.3% | $158,922+53.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 21.75% | 40.80%-19.1pp | 35.95%-14.2pp | 302.83%-281.1pp |
| Employer contribution / active EE | $3,618 | $4,967-27.1% | $4,087-11.5% | $4,761-24.0% |
| Participant deferral / active EE | $8,807 | $6,415+37.3% | $5,632+56.4% | $5,982+47.2% |
| Admin fee / account holder | $3,458 | $11,864-70.9% | $9,500-63.6% | $11,246-69.3% |