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 | $209,336-10.2% | $197,124-4.7% | $137,256+36.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.85% | 48.09%-32.2pp | 44.34%-28.5pp | 220.34%-204.5pp |
| Employer contribution / active EE | $11,916 | $6,591+80.8% | $6,227+91.3% | $4,156+186.7% |
| Participant deferral / active EE | $11,233 | $9,614+16.8% | $9,135+23.0% | $6,407+75.3% |
| Admin fee / account holder | $10,998 | $17,308-36.5% | $16,298-32.5% | $12,270-10.4% |