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 | $192,815 | $192,717+0.1% | $142,449+35.4% | $139,434+38.3% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 10.05% | 17.99%-7.9pp | 19.99%-9.9pp | 372.94%-362.9pp |
| Employer contribution / active EE | $9,434 | $5,806+62.5% | $4,847+94.6% | $4,751+98.6% |
| Participant deferral / active EE | $8,577 | $7,208+19.0% | $6,283+36.5% | $6,710+27.8% |
| Admin fee / account holder | $151,200 | $15,124+899.7% | $10,011+1410.4% | $11,403+1226.0% |