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 | $199,100 | $106,584+86.8% | $101,326+96.5% | $142,382+39.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 14.00% | 36.93%-22.9pp | 36.82%-22.8pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,732 | $3,956-56.2% | $3,665-52.7% | $4,299-59.7% |
| Participant deferral / active EE | $9,692 | $8,297+16.8% | $7,994+21.2% | $6,507+48.9% |
| Admin fee / account holder | $1,367 | $11,446-88.1% | $11,185-87.8% | $12,624-89.2% |