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 | $187,884 | $214,378-12.4% | $200,582-6.3% | $142,382+32.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.85% | 46.41%-30.6pp | 42.33%-26.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $11,916 | $6,841+74.2% | $6,419+85.6% | $4,299+177.2% |
| Participant deferral / active EE | $11,233 | $9,865+13.9% | $9,331+20.4% | $6,507+72.6% |
| Admin fee / account holder | $10,998 | $17,692-37.8% | $16,305-32.5% | $12,624-12.9% |